+202.0%
IONQ vs D
+17.4%
+184.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +23.5% |
| 7D | +8.6% | +3.0% | +5.6% | +8.2% |
| 30D | -21.1% | +11.5% | -32.6% | -22.1% |
| 3M | -17.9% | +3.7% | -21.6% | -18.2% |
| 6M | -37.9% | +13.5% | -51.5% | -39.2% |
| YTD | -27.3% | +20.7% | -48.0% | -29.6% |
| 1Y | -43.2% | +18.2% | -61.4% | -44.8% |
| 3Y | +191.0% | +73.3% | +117.7% | +165.2% |
| 5Y | +69.3% | +12.3% | +57.0% | +61.7% |
| All | +202.0% | +17.4% | +184.6% | +212.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling