+215.4%
IONQ vs ALLE
+77.2%
+138.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.3% |
| 7D | +15.3% | -0.8% | +16.1% | +16.2% |
| 30D | -6.1% | +27.4% | -33.5% | -23.1% |
| 3M | -21.6% | +13.8% | -35.4% | -29.9% |
| 6M | -40.1% | +45.5% | -85.6% | -56.9% |
| YTD | -24.1% | +21.4% | -45.5% | -37.4% |
| 1Y | -37.4% | +15.4% | -52.8% | -46.2% |
| 3Y | +219.5% | +91.7% | +127.8% | +71.4% |
| 5Y | +76.9% | +54.5% | +22.4% | +6.5% |
| All | +215.4% | +77.2% | +138.2% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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