-36.8%
IONQ vs DIA
+12.2%
-49.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.2% |
| 7D | +16.7% | +0.9% | +15.8% | +14.1% |
| 30D | -12.3% | +1.1% | -13.4% | -14.6% |
| 3M | -17.7% | -2.9% | -14.9% | -10.7% |
| 6M | -28.9% | +5.9% | -34.8% | -38.3% |
| YTD | -22.0% | +9.8% | -31.8% | -36.2% |
| 1Y | -36.8% | +11.7% | -48.5% | -49.8% |
| All | -36.8% | +12.2% | -49.0% | -49.8% |
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