+194.9%
IONQ vs TRI
-10.5%
+205.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.7% |
| 7D | +15.3% | -7.2% | +22.5% | +15.8% |
| 30D | -6.1% | +4.4% | -10.5% | -7.9% |
| 3M | -21.6% | +4.5% | -26.1% | -23.4% |
| 6M | -40.1% | +23.7% | -63.8% | -44.4% |
| YTD | -24.1% | -14.4% | -9.7% | -18.0% |
| 1Y | -37.4% | -17.4% | -20.0% | -31.3% |
| All | +194.9% | -10.5% | +205.4% | +257.7% |
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 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