+294.8%
IONQ vs USB
+40.0%
+254.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.5% | +1.5% |
| 7D | +0.8% | +1.4% | -0.6% | -0.3% |
| 30D | -1.0% | -1.3% | +0.3% | -0.1% |
| 3M | -39.8% | +15.2% | -55.1% | -46.8% |
| 6M | +6.4% | +18.8% | -12.4% | -8.3% |
| YTD | -11.9% | +21.0% | -32.9% | -24.9% |
| 1Y | -6.2% | +34.0% | -40.2% | -26.2% |
| 3Y | +125.7% | +95.3% | +30.4% | +39.2% |
| All | +294.8% | +40.0% | +254.8% | +152.9% |
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