+52.8%
IONQ vs ALLE
+49.9%
+2.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.9% | +24.4% | +24.2% |
| 7D | +8.6% | -0.6% | +9.2% | +8.8% |
| 30D | -21.1% | +25.3% | -46.4% | -36.1% |
| 3M | -17.9% | +10.3% | -28.2% | -25.5% |
| 6M | -37.9% | +38.0% | -76.0% | -55.3% |
| YTD | -27.3% | +17.8% | -45.1% | -40.1% |
| 1Y | -43.2% | +13.6% | -56.8% | -51.7% |
| 3Y | +191.0% | +89.2% | +101.8% | +39.0% |
| All | +52.8% | +49.9% | +2.9% | +0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling