-6.2%
IONQ vs STM
+107.3%
-113.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.3% |
| 7D | +0.8% | +5.8% | -5.0% | -2.1% |
| 30D | -1.0% | -1.0% | 0.0% | -0.1% |
| 3M | -39.8% | -33.3% | -6.6% | -28.2% |
| 6M | +6.4% | +57.4% | -50.9% | -6.1% |
| YTD | -11.9% | +102.2% | -114.1% | -28.4% |
| 1Y | -6.2% | +99.6% | -105.7% | -27.2% |
| All | -6.2% | +107.3% | -113.4% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded STM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling