+274.7%
IONQ vs ABT
+7.4%
+267.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +3.4% |
| 7D | +7.1% | -3.1% | +10.3% | +8.3% |
| 30D | -8.9% | -2.1% | -6.8% | -8.3% |
| 3M | -35.6% | +17.4% | -53.0% | -40.6% |
| 6M | +13.3% | -2.4% | +15.7% | +14.7% |
| YTD | -9.8% | -14.2% | +4.4% | -2.5% |
| 1Y | -1.3% | -18.3% | +17.0% | +9.2% |
| 3Y | +109.3% | +11.5% | +97.7% | +73.6% |
| 5Y | +304.7% | -9.9% | +314.6% | +280.5% |
| All | +274.7% | +7.4% | +267.3% | +256.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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