-36.4%
IONQ vs TRU
+0.8%
-37.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.4% |
| 7D | -11.5% | 0.0% | -11.5% | -11.4% |
| 30D | -8.1% | +21.3% | -29.4% | -12.0% |
| 3M | -35.8% | +0.2% | -36.0% | -36.3% |
| 6M | -47.7% | +22.4% | -70.1% | -53.0% |
| YTD | -35.6% | -4.8% | -30.8% | -39.4% |
| 1Y | -36.4% | -0.2% | -36.2% | -39.8% |
| All | -36.4% | +0.8% | -37.2% | -39.8% |
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