-6.2%
IONQ vs DE
+49.4%
-55.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.8% | +10.0% | -9.2% | +0.3% |
| 30D | -1.0% | +13.3% | -14.3% | -1.6% |
| 3M | -39.8% | +17.5% | -57.3% | -39.9% |
| 6M | +6.4% | +13.6% | -7.1% | +4.9% |
| YTD | -11.9% | +49.8% | -61.7% | -10.3% |
| 1Y | -6.2% | +47.9% | -54.0% | +7.3% |
| All | -6.2% | +49.4% | -55.5% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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