+304.7%
IONQ vs DE
+95.7%
+209.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.2% | +3.4% |
| 7D | +7.1% | +0.7% | +6.4% | +6.6% |
| 30D | -8.9% | +9.6% | -18.6% | -14.0% |
| 3M | -35.6% | +19.0% | -54.5% | -42.3% |
| 6M | +13.3% | +16.1% | -2.8% | +2.2% |
| YTD | -9.8% | +47.0% | -56.8% | -31.2% |
| 1Y | -1.3% | +43.1% | -44.5% | -24.1% |
| 3Y | +109.3% | +77.5% | +31.8% | +39.1% |
| 5Y | +304.7% | +96.4% | +208.3% | +130.2% |
| All | +304.7% | +95.7% | +209.0% | +130.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling