+294.8%
IONQ vs WPM
+254.8%
+40.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.3% | +1.8% |
| 7D | +0.8% | +1.1% | -0.3% | +0.2% |
| 30D | -1.0% | +26.4% | -27.4% | -12.5% |
| 3M | -39.8% | +20.8% | -60.6% | -45.7% |
| 6M | +6.4% | +1.1% | +5.3% | +4.7% |
| YTD | -11.9% | +32.5% | -44.4% | -23.6% |
| 1Y | -6.2% | +51.5% | -57.7% | -24.4% |
| 3Y | +125.7% | +267.0% | -141.3% | +11.0% |
| All | +294.8% | +254.8% | +40.0% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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