-44.7%
IONQ vs TLT
-5.4%
-39.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.2% |
| 7D | -8.9% | +1.0% | -9.9% | -9.9% |
| 30D | -31.3% | +6.0% | -37.3% | -35.7% |
| 3M | -29.2% | -0.9% | -28.3% | -27.9% |
| 6M | -35.4% | -2.3% | -33.2% | -33.4% |
| YTD | -34.2% | -3.3% | -30.9% | -30.0% |
| 1Y | -44.7% | -5.6% | -39.1% | -40.0% |
| All | -44.7% | -5.4% | -39.2% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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