+294.8%
IONQ vs TECH
-42.5%
+337.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -1.0% | +0.7% | -1.7% | -1.4% |
| 3M | -39.8% | +36.3% | -76.2% | -52.2% |
| 6M | +6.4% | +25.6% | -19.1% | -14.2% |
| YTD | -11.9% | +23.7% | -35.6% | -28.8% |
| 1Y | -6.2% | +37.6% | -43.8% | -32.8% |
| 3Y | +125.7% | -6.6% | +132.3% | +111.0% |
| All | +294.8% | -42.5% | +337.3% | +464.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling