-43.2%
IONQ vs WM
+20.0%
-63.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.1% | +25.5% | +20.8% |
| 7D | +8.6% | +1.2% | +7.4% | +10.8% |
| 30D | -21.1% | +13.1% | -34.2% | -7.5% |
| 3M | -17.9% | +3.6% | -21.5% | -13.7% |
| 6M | -37.9% | +8.1% | -46.0% | -29.3% |
| YTD | -27.3% | +8.9% | -36.2% | -15.8% |
| 1Y | -43.2% | +20.3% | -63.5% | -26.9% |
| All | -43.2% | +20.0% | -63.2% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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