-44.7%
IONQ vs WAB
+46.5%
-91.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -2.0% |
| 7D | -8.9% | +4.5% | -13.4% | -10.7% |
| 30D | -31.3% | +1.1% | -32.3% | -31.5% |
| 3M | -29.2% | -1.3% | -27.9% | -28.9% |
| 6M | -35.4% | +12.7% | -48.2% | -38.5% |
| YTD | -34.2% | +38.7% | -72.8% | -49.1% |
| 1Y | -44.7% | +44.9% | -89.6% | -58.2% |
| All | -44.7% | +46.5% | -91.2% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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