+265.9%
IONQ vs ABT
+10.3%
+255.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.8% | -3.7% | +4.5% | +2.2% |
| 30D | -1.0% | +2.5% | -3.5% | -2.1% |
| 3M | -39.8% | +20.2% | -60.0% | -45.0% |
| 6M | +6.4% | -2.9% | +9.4% | +8.6% |
| YTD | -11.9% | -11.9% | 0.0% | -5.7% |
| 1Y | -6.2% | -16.5% | +10.4% | +3.2% |
| 3Y | +125.7% | +12.1% | +113.6% | +88.8% |
| 5Y | +296.0% | -7.4% | +303.4% | +268.8% |
| All | +265.9% | +10.3% | +255.7% | +244.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling