+202.0%
IONQ vs DIA
+84.5%
+117.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +24.4% |
| 7D | +8.6% | -0.9% | +9.5% | +10.6% |
| 30D | -21.1% | +0.3% | -21.4% | -21.7% |
| 3M | -17.9% | -4.5% | -13.4% | -8.1% |
| 6M | -37.9% | +3.4% | -41.3% | -42.0% |
| YTD | -27.3% | +7.8% | -35.1% | -37.5% |
| 1Y | -43.2% | +10.7% | -53.9% | -54.3% |
| 3Y | +191.0% | +57.5% | +133.5% | +14.7% |
| 5Y | +69.3% | +53.7% | +15.6% | -26.5% |
| All | +202.0% | +84.5% | +117.5% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling