-36.8%
IONQ vs D
+16.4%
-53.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -0.9% |
| 7D | +16.7% | +2.4% | +14.3% | +18.3% |
| 30D | -12.3% | +10.9% | -23.2% | -7.0% |
| 3M | -17.7% | +2.8% | -20.6% | -15.8% |
| 6M | -28.9% | +12.7% | -41.6% | -24.2% |
| YTD | -22.0% | +20.3% | -42.3% | -11.9% |
| 1Y | -36.8% | +17.1% | -53.9% | -28.5% |
| All | -36.8% | +16.4% | -53.2% | -28.5% |
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