+108.3%
IONQ vs DD
+43.0%
+65.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.0% |
| 7D | +0.8% | -3.5% | +4.3% | +3.9% |
| 30D | -1.0% | -10.3% | +9.3% | +8.6% |
| 3M | -39.8% | -7.5% | -32.3% | -35.6% |
| 6M | +6.4% | -8.0% | +14.4% | +14.5% |
| YTD | -11.9% | +10.5% | -22.4% | -20.1% |
| 1Y | -6.2% | +38.3% | -44.4% | -32.2% |
| All | +108.3% | +43.0% | +65.4% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 3y: compounded portfolio wealth divided by compounded DD 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…
3y analysis · Full analysis span regression · 6 months rolling