+53.2%
IONQ vs WING
-2.2%
+55.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.5% | -4.9% | -7.7% |
| 7D | +16.8% | -3.9% | +20.7% | +18.6% |
| 30D | -11.1% | +26.6% | -37.8% | -19.8% |
| 3M | -31.7% | +42.5% | -74.2% | -42.4% |
| 6M | -44.8% | +29.4% | -74.2% | -52.9% |
| YTD | -31.2% | -32.8% | +1.5% | -23.2% |
| 1Y | -39.1% | -33.5% | -5.7% | -32.4% |
| 3Y | +189.5% | -23.4% | +212.9% | +143.5% |
| 5Y | +53.2% | -0.4% | +53.6% | +12.1% |
| All | +53.2% | -2.2% | +55.3% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 5y: compounded portfolio wealth divided by compounded WING 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…
5y analysis · Full analysis span regression · 6 months rolling