+144.7%
IONQ vs ALLE
+73.5%
+71.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.9% | -7.6% | -8.3% |
| 7D | -16.7% | 0.0% | -16.7% | -16.8% |
| 30D | -38.9% | +20.6% | -59.5% | -47.8% |
| 3M | -33.8% | +11.4% | -45.2% | -39.7% |
| 6M | -44.9% | +42.5% | -87.5% | -59.8% |
| YTD | -41.1% | +18.9% | -60.0% | -50.6% |
| 1Y | -52.3% | +14.2% | -66.5% | -58.7% |
| 3Y | +128.2% | +90.7% | +37.5% | +22.6% |
| 5Y | +37.2% | +52.5% | -15.3% | -16.1% |
| All | +144.7% | +73.5% | +71.2% | +49.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling