+52.8%
IONQ vs ABT
-2.1%
+54.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.2% | +26.7% | +24.5% |
| 7D | +8.6% | +3.5% | +5.1% | +6.7% |
| 30D | -21.1% | +12.0% | -33.1% | -25.0% |
| 3M | -17.9% | +2.5% | -20.3% | -19.3% |
| 6M | -37.9% | +29.1% | -67.0% | -46.8% |
| YTD | -27.3% | -10.1% | -17.2% | -22.3% |
| 1Y | -43.2% | -9.8% | -33.4% | -39.7% |
| 3Y | +191.0% | +23.3% | +167.7% | +107.0% |
| All | +52.8% | -2.1% | +54.9% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling