+224.0%
IONQ vs TRU
-14.7%
+238.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.1% |
| 7D | +16.7% | +4.6% | +12.1% | +12.1% |
| 30D | -12.3% | +25.4% | -37.7% | -28.3% |
| 3M | -17.7% | +4.0% | -21.7% | -23.5% |
| 6M | -28.9% | +14.5% | -43.4% | -42.2% |
| YTD | -22.0% | -3.7% | -18.3% | -27.6% |
| 1Y | -36.8% | +2.8% | -39.6% | -45.1% |
| 3Y | +228.2% | +58.5% | +169.7% | +74.8% |
| 5Y | +91.9% | -25.0% | +117.0% | +104.1% |
| All | +224.0% | -14.7% | +238.7% | +232.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling