-36.4%
IONQ vs D
+15.6%
-52.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.3% |
| 7D | -11.5% | -1.4% | -10.1% | -12.2% |
| 30D | -8.1% | +7.7% | -15.8% | -4.1% |
| 3M | -35.8% | -0.3% | -35.5% | -35.4% |
| 6M | -47.7% | +10.1% | -57.8% | -44.8% |
| YTD | -35.6% | +19.1% | -54.7% | -26.9% |
| 1Y | -36.4% | +15.9% | -52.3% | -28.4% |
| All | -36.4% | +15.6% | -52.0% | -28.4% |
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