+294.8%
IONQ vs TRU
-33.8%
+328.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.9% | +7.2% | +6.3% |
| 7D | +0.8% | -6.8% | +7.6% | +6.7% |
| 30D | -1.0% | 0.0% | -1.1% | -2.0% |
| 3M | -39.8% | +13.3% | -53.1% | -49.2% |
| 6M | +6.4% | +3.4% | +3.0% | -3.3% |
| YTD | -11.9% | -6.4% | -5.5% | -14.0% |
| 1Y | -6.2% | -9.7% | +3.5% | -8.4% |
| 3Y | +125.7% | +0.1% | +125.6% | +92.7% |
| All | +294.8% | -33.8% | +328.6% | +447.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling