+265.9%
IONQ vs WING
-12.6%
+278.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +0.8% | -3.9% | +4.7% | +2.3% |
| 30D | -1.0% | -11.6% | +10.5% | +2.8% |
| 3M | -39.8% | -24.2% | -15.6% | -34.6% |
| 6M | +6.4% | -54.1% | +60.5% | +41.3% |
| YTD | -11.9% | -53.9% | +42.0% | +15.6% |
| 1Y | -6.2% | -64.4% | +58.2% | +34.7% |
| 3Y | +125.7% | -30.2% | +155.9% | +96.5% |
| 5Y | +296.0% | -34.1% | +330.1% | +204.5% |
| All | +265.9% | -12.6% | +278.5% | +133.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling