+109.3%
IONQ vs TRI
-17.7%
+126.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -6.5% | +8.9% | +3.6% |
| 7D | +7.1% | -7.1% | +14.2% | +8.4% |
| 30D | -8.9% | -2.3% | -6.6% | -9.0% |
| 3M | -35.6% | +19.6% | -55.1% | -39.6% |
| 6M | +13.3% | -8.7% | +22.0% | +17.5% |
| YTD | -9.8% | -22.3% | +12.5% | +1.2% |
| 1Y | -1.3% | -40.7% | +39.4% | +30.5% |
| 3Y | +109.3% | -17.8% | +127.0% | +88.0% |
| All | +109.3% | -17.7% | +126.9% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling