+56.9%
IONQ vs D
+14.9%
+42.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.5% | +8.9% | +8.4% |
| 7D | +25.5% | +0.8% | +24.7% | +25.2% |
| 30D | -11.4% | +10.7% | -22.1% | -13.1% |
| 3M | -20.5% | +2.3% | -22.7% | -20.8% |
| 6M | -28.2% | +12.5% | -40.7% | -30.3% |
| YTD | -21.2% | +20.1% | -41.3% | -25.0% |
| 1Y | -40.4% | +15.6% | -55.9% | -42.7% |
| 3Y | +214.7% | +75.2% | +139.5% | +169.1% |
| 5Y | +56.9% | +14.6% | +42.3% | +63.2% |
| All | +56.9% | +14.9% | +42.0% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling