-37.4%
IONQ vs W
+2.1%
-39.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.2% |
| 7D | +15.3% | -7.4% | +22.7% | +18.4% |
| 30D | -6.1% | +7.8% | -13.9% | -8.3% |
| 3M | -21.6% | +10.9% | -32.5% | -24.6% |
| 6M | -40.1% | +86.4% | -126.6% | -53.1% |
| YTD | -24.1% | +14.0% | -38.1% | -33.5% |
| 1Y | -37.4% | +3.5% | -40.9% | -45.4% |
| All | -37.4% | +2.1% | -39.5% | -45.4% |
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