+6.4%
IONQ vs TRU
+1.4%
+5.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.9% | +7.2% | +1.5% |
| 7D | +0.8% | -6.8% | +7.6% | +1.0% |
| 30D | -1.0% | 0.0% | -1.1% | -1.2% |
| 3M | -39.8% | +13.3% | -53.1% | -42.0% |
| 6M | +6.4% | +3.4% | +3.0% | +9.4% |
| All | +6.4% | +1.4% | +5.1% | +9.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling