-44.7%
IONQ vs WTW
+8.6%
-53.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.0% | -4.5% | -1.3% |
| 7D | -8.9% | +4.9% | -13.8% | -8.6% |
| 30D | -31.3% | +17.1% | -48.4% | -30.8% |
| 3M | -29.2% | -0.3% | -28.9% | -29.1% |
| 6M | -35.4% | +30.7% | -66.1% | -34.4% |
| YTD | -34.2% | +3.7% | -37.9% | -25.0% |
| 1Y | -44.7% | +5.9% | -50.5% | -38.8% |
| All | -44.7% | +8.6% | -53.3% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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