+191.0%
IONQ vs ALLE
+88.9%
+102.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.9% | +24.4% | +24.0% |
| 7D | +8.6% | -0.6% | +9.2% | +8.8% |
| 30D | -21.1% | +25.3% | -46.4% | -32.8% |
| 3M | -17.9% | +10.3% | -28.2% | -23.5% |
| 6M | -37.9% | +38.0% | -76.0% | -51.6% |
| YTD | -27.3% | +17.8% | -45.1% | -36.2% |
| 1Y | -43.2% | +13.6% | -56.8% | -48.6% |
| 3Y | +191.0% | +89.2% | +101.8% | +29.4% |
| All | +191.0% | +88.9% | +102.1% | +29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling