-44.7%
IONQ vs W
+21.5%
-66.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +11.0% | -12.5% | -4.9% |
| 7D | -8.9% | +8.4% | -17.3% | -11.4% |
| 30D | -31.3% | +16.5% | -47.8% | -34.6% |
| 3M | -29.2% | +6.4% | -35.6% | -31.0% |
| 6M | -35.4% | +90.5% | -126.0% | -49.5% |
| YTD | -34.2% | +23.1% | -57.2% | -43.5% |
| 1Y | -44.7% | +24.3% | -68.9% | -52.5% |
| All | -44.7% | +21.5% | -66.1% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling