+1,122.0%
DELL vs IONQ
+304.3%
+817.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.4% | -0.5% | +1.6% |
| 7D | +25.6% | +7.1% | +18.5% | +24.6% |
| 30D | +17.7% | -8.9% | +26.6% | +18.9% |
| 3M | +33.4% | -35.6% | +69.0% | +39.6% |
| 6M | +266.2% | +13.3% | +252.9% | +258.8% |
| YTD | +328.0% | -9.8% | +337.8% | +325.5% |
| 1Y | +339.6% | -1.3% | +340.9% | +326.0% |
| 3Y | +694.6% | +109.3% | +585.3% | +555.6% |
| 5Y | +1,122.0% | +304.7% | +817.3% | +792.7% |
| All | +1,122.0% | +304.3% | +817.7% | +792.7% |
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