+265.9%
IONQ vs ALLE
+45.2%
+220.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.5% |
| 7D | +0.8% | -0.2% | +1.0% | +1.0% |
| 30D | -1.0% | -6.8% | +5.8% | +4.6% |
| 3M | -39.8% | +21.0% | -60.8% | -49.7% |
| 6M | +6.4% | +1.1% | +5.3% | +3.2% |
| YTD | -11.9% | -0.5% | -11.4% | -14.3% |
| 1Y | -6.2% | -7.3% | +1.1% | -3.7% |
| 3Y | +125.7% | +42.3% | +83.4% | +55.3% |
| 5Y | +296.0% | +13.5% | +282.5% | +179.9% |
| All | +265.9% | +45.2% | +220.7% | +159.3% |
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