+76.9%
IONQ vs TRI
-0.1%
+77.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.8% |
| 7D | +15.3% | -7.2% | +22.5% | +17.8% |
| 30D | -6.1% | +4.4% | -10.5% | -10.4% |
| 3M | -21.6% | +4.5% | -26.1% | -26.2% |
| 6M | -40.1% | +23.7% | -63.8% | -51.7% |
| YTD | -24.1% | -14.4% | -9.7% | -17.6% |
| 1Y | -37.4% | -17.4% | -20.0% | -29.8% |
| 3Y | +219.5% | -11.0% | +230.5% | +158.0% |
| 5Y | +76.9% | +0.7% | +76.2% | +22.3% |
| All | +76.9% | -0.1% | +77.1% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling