+933.7%
DELL vs IONQ
+159.6%
+774.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -6.4% | -0.8% | -6.4% |
| 7D | +4.9% | -11.5% | +16.3% | +6.4% |
| 30D | -32.1% | -8.1% | -24.0% | -31.4% |
| 3M | -30.2% | -35.8% | +5.6% | -26.6% |
| 6M | +41.7% | -47.7% | +89.4% | +52.0% |
| YTD | +176.6% | -35.6% | +212.2% | +185.8% |
| 1Y | +159.9% | -36.4% | +196.3% | +167.8% |
| 3Y | +388.0% | +150.0% | +237.9% | +302.3% |
| 5Y | +578.2% | +43.3% | +534.9% | +412.9% |
| All | +933.7% | +159.6% | +774.1% | +638.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 10y: compounded portfolio wealth divided by compounded IONQ 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…
10y analysis · Full analysis span regression · 6 months rolling