+53.2%
IONQ vs ABT
-7.4%
+60.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.9% | -7.5% | -8.7% |
| 7D | +16.8% | -5.6% | +22.4% | +18.9% |
| 30D | -11.1% | +5.2% | -16.3% | -13.4% |
| 3M | -31.7% | -2.7% | -29.0% | -31.5% |
| 6M | -44.8% | +28.8% | -73.6% | -52.8% |
| YTD | -31.2% | -12.3% | -19.0% | -25.8% |
| 1Y | -39.1% | -14.7% | -24.5% | -33.3% |
| 3Y | +189.5% | +21.6% | +167.9% | +103.8% |
| 5Y | +53.2% | -7.8% | +60.9% | +64.2% |
| All | +53.2% | -7.4% | +60.6% | +64.2% |
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 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