+37.2%
IONQ vs USB
+22.2%
+15.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.1% | -8.4% | -8.9% |
| 7D | -16.7% | -1.5% | -15.2% | -15.7% |
| 30D | -38.9% | +4.3% | -43.2% | -41.1% |
| 3M | -33.8% | -6.1% | -27.7% | -30.7% |
| 6M | -44.9% | +9.4% | -54.3% | -49.7% |
| YTD | -41.1% | +15.2% | -56.3% | -48.3% |
| 1Y | -52.3% | +32.8% | -85.1% | -62.8% |
| 3Y | +128.2% | +91.3% | +36.9% | +40.0% |
| 5Y | +37.2% | +22.7% | +14.5% | +6.6% |
| All | +37.2% | +22.2% | +15.0% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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