+265.9%
IONQ vs DAR
+10.7%
+255.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.7% |
| 7D | +0.8% | +1.4% | -0.5% | 0.0% |
| 30D | -1.0% | +12.8% | -13.8% | -7.9% |
| 3M | -39.8% | +7.4% | -47.2% | -42.8% |
| 6M | +6.4% | +22.3% | -15.8% | -6.9% |
| YTD | -11.9% | +81.1% | -93.0% | -38.2% |
| 1Y | -6.2% | +106.5% | -112.6% | -39.7% |
| 3Y | +125.7% | +5.3% | +120.4% | +102.7% |
| 5Y | +296.0% | -11.5% | +307.5% | +288.0% |
| All | +265.9% | +10.7% | +255.2% | +236.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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