-36.2%
IONQ vs W
+8.7%
-44.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.6% | +3.7% | +6.8% |
| 7D | +25.5% | +3.3% | +22.2% | +24.0% |
| 30D | -11.4% | +10.5% | -21.9% | -14.2% |
| 3M | -20.5% | +9.6% | -30.1% | -23.2% |
| 6M | -28.2% | +76.4% | -104.6% | -42.9% |
| YTD | -21.2% | +16.4% | -37.6% | -31.5% |
| All | -36.2% | +8.7% | -44.9% | -44.8% |
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