-44.7%
IONQ vs D
+23.9%
-68.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.9% | +0.7% |
| 7D | -8.9% | +8.5% | -17.4% | -5.2% |
| 30D | -31.3% | +14.3% | -45.6% | -26.7% |
| 3M | -29.2% | +1.8% | -31.0% | -28.1% |
| 6M | -35.4% | +13.0% | -48.5% | -31.6% |
| YTD | -34.2% | +22.7% | -56.9% | -27.3% |
| 1Y | -44.7% | +22.6% | -67.3% | -39.9% |
| All | -44.7% | +23.9% | -68.6% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1y: compounded portfolio wealth divided by compounded D 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…
1y analysis · Full analysis span regression · 6 months rolling