-36.2%
IONQ vs STM
+90.1%
-126.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.8% | +1.6% | +4.3% |
| 7D | +25.5% | -5.6% | +31.0% | +29.9% |
| 30D | -11.4% | -14.4% | +3.0% | -3.0% |
| 3M | -20.5% | -20.5% | 0.0% | -9.9% |
| 6M | -28.2% | -24.5% | -3.7% | -15.6% |
| YTD | -21.2% | +72.7% | -93.9% | -34.3% |
| All | -36.2% | +90.1% | -126.3% | -50.2% |
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