+173.5%
IONQ vs USB
+66.6%
+107.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -2.8% |
| 7D | -8.9% | +2.4% | -11.3% | -10.6% |
| 30D | -31.3% | +6.6% | -37.8% | -34.4% |
| 3M | -29.2% | -4.1% | -25.1% | -27.4% |
| 6M | -35.4% | +12.5% | -47.9% | -41.5% |
| YTD | -34.2% | +17.6% | -51.8% | -42.0% |
| 1Y | -44.7% | +36.5% | -81.2% | -56.2% |
| 3Y | +155.1% | +95.4% | +59.7% | +67.4% |
| 5Y | +79.8% | +26.1% | +53.7% | +33.9% |
| All | +173.5% | +66.6% | +107.0% | +91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling