-32.0%
IONQ vs WMB
+17.9%
-50.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.8% | -10.1% | -9.5% |
| 7D | +16.8% | +8.1% | +8.7% | +15.2% |
| 30D | -11.1% | -6.9% | -4.3% | -10.9% |
| 3M | -31.7% | -5.1% | -26.6% | -31.2% |
| 6M | -44.8% | -5.7% | -39.1% | -45.3% |
| YTD | -31.2% | +18.1% | -49.3% | -40.2% |
| All | -32.0% | +17.9% | -50.0% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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