-43.2%
IONQ vs TLT
-4.6%
-38.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | +0.1% | +8.5% | +8.4% |
| 30D | -21.1% | +6.2% | -27.3% | -26.5% |
| 3M | -17.9% | +0.1% | -17.9% | -17.4% |
| 6M | -37.9% | -3.0% | -35.0% | -35.9% |
| YTD | -27.3% | -2.7% | -24.6% | -23.1% |
| 1Y | -43.2% | -4.8% | -38.4% | -38.6% |
| All | -43.2% | -4.6% | -38.6% | -38.6% |
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