+545.8%
DELL vs IONQ
+43.1%
+502.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +23.4% | -19.8% | +0.6% |
| 7D | -22.6% | +8.6% | -31.2% | -23.5% |
| 30D | -43.2% | -21.1% | -22.1% | -41.5% |
| 3M | -24.8% | -17.9% | -7.0% | -23.2% |
| 6M | +38.0% | -37.9% | +75.9% | +45.1% |
| YTD | +163.7% | -27.3% | +191.0% | +168.7% |
| 1Y | +122.5% | -43.2% | +165.7% | +131.6% |
| 3Y | +377.0% | +191.0% | +186.0% | +281.1% |
| All | +545.8% | +43.1% | +502.6% | +365.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling