+191.0%
IONQ vs TRU
+65.0%
+126.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.1% | +25.5% | +24.6% |
| 7D | +8.6% | +5.7% | +2.9% | +4.4% |
| 30D | -21.1% | +29.2% | -50.3% | -33.8% |
| 3M | -17.9% | +2.7% | -20.5% | -21.5% |
| 6M | -37.9% | +15.2% | -53.1% | -47.8% |
| YTD | -27.3% | -4.9% | -22.4% | -30.0% |
| 1Y | -43.2% | +3.4% | -46.6% | -49.2% |
| 3Y | +191.0% | +63.2% | +127.8% | +48.6% |
| All | +191.0% | +65.0% | +126.0% | +48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling