+224.0%
IONQ vs TEAM
-36.6%
+260.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +0.9% |
| 7D | +16.7% | -22.2% | +38.9% | +28.5% |
| 30D | -12.3% | -28.1% | +15.9% | +0.6% |
| 3M | -17.7% | -2.2% | -15.6% | -20.4% |
| 6M | -28.9% | +62.2% | -91.2% | -51.1% |
| YTD | -22.0% | -8.4% | -13.7% | -30.0% |
| 1Y | -36.8% | -6.6% | -30.2% | -43.8% |
| 3Y | +228.2% | -15.7% | +243.9% | +187.9% |
| 5Y | +91.9% | -65.7% | +157.7% | +147.2% |
| All | +224.0% | -36.6% | +260.6% | +268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 all: compounded portfolio wealth divided by compounded TEAM 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…
all analysis · Full analysis span regression · 6 months rolling