-13.3%
IONQ vs TRI
-42.5%
+29.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.9% | -3.9% | -5.8% |
| 7D | +1.3% | -8.4% | +9.7% | +0.9% |
| 30D | -10.3% | -6.5% | -3.9% | -10.5% |
| 3M | -32.7% | +18.6% | -51.3% | -32.7% |
| 6M | +6.3% | -10.4% | +16.8% | +11.4% |
| YTD | -15.0% | -23.7% | +8.7% | -19.1% |
| 1Y | -13.3% | -42.5% | +29.1% | -13.6% |
| All | -13.3% | -42.5% | +29.2% | -13.6% |
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