-13.3%
IONQ vs TRU
-16.5%
+3.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.6% |
| 7D | +1.3% | -6.5% | +7.8% | +2.3% |
| 30D | -10.3% | -2.5% | -7.8% | -10.2% |
| 3M | -32.7% | +10.4% | -43.1% | -35.5% |
| 6M | +6.3% | +1.6% | +4.7% | +3.9% |
| YTD | -15.0% | -9.7% | -5.3% | -18.3% |
| 1Y | -13.3% | -17.3% | +3.9% | -15.8% |
| All | -13.3% | -16.5% | +3.2% | -15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling