-44.7%
IONQ vs TRI
-22.4%
-22.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -1.1% |
| 7D | -8.9% | +1.0% | -9.9% | -8.9% |
| 30D | -31.3% | +20.8% | -52.0% | -31.2% |
| 3M | -29.2% | +8.1% | -37.3% | -29.3% |
| 6M | -35.4% | +24.2% | -59.6% | -33.8% |
| YTD | -34.2% | -7.8% | -26.4% | -35.8% |
| 1Y | -44.7% | -16.7% | -28.0% | -47.7% |
| All | -44.7% | -22.4% | -22.2% | -47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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