+108.3%
IONQ vs BABA
+27.3%
+81.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.8% |
| 7D | +0.8% | -4.8% | +5.6% | +2.5% |
| 30D | -1.0% | -11.9% | +10.9% | +2.6% |
| 3M | -39.8% | -9.3% | -30.5% | -38.3% |
| 6M | +6.4% | -14.2% | +20.7% | +11.1% |
| YTD | -11.9% | -22.0% | +10.1% | -5.0% |
| 1Y | -6.2% | -12.7% | +6.6% | -1.0% |
| All | +108.3% | +27.3% | +81.0% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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