-1.3%
IONQ vs DIA
+17.7%
-19.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +5.5% |
| 7D | +7.1% | +0.1% | +7.1% | +6.7% |
| 30D | -8.9% | -2.1% | -6.8% | -3.6% |
| 3M | -35.6% | +4.2% | -39.7% | -42.3% |
| 6M | +13.3% | +11.9% | +1.4% | -13.9% |
| YTD | -9.8% | +10.8% | -20.6% | -28.8% |
| 1Y | -1.3% | +17.5% | -18.8% | -30.8% |
| All | -1.3% | +17.7% | -19.0% | -30.8% |
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