-43.2%
IONQ vs DIA
+10.1%
-53.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +24.4% |
| 7D | +8.6% | -0.9% | +9.5% | +10.7% |
| 30D | -21.1% | +0.3% | -21.4% | -21.9% |
| 3M | -17.9% | -4.5% | -13.4% | -7.4% |
| 6M | -37.9% | +3.4% | -41.3% | -42.6% |
| YTD | -27.3% | +7.8% | -35.1% | -37.4% |
| 1Y | -43.2% | +10.7% | -53.9% | -53.1% |
| All | -43.2% | +10.1% | -53.3% | -53.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling