+108.3%
IONQ vs DIA
+60.6%
+47.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.7% |
| 7D | +0.8% | -0.2% | +1.0% | +1.3% |
| 30D | -1.0% | -1.5% | +0.5% | +3.5% |
| 3M | -39.8% | +3.8% | -43.6% | -45.2% |
| 6M | +6.4% | +10.3% | -3.8% | -16.4% |
| YTD | -11.9% | +12.1% | -24.0% | -33.4% |
| 1Y | -6.2% | +18.6% | -24.8% | -39.0% |
| All | +108.3% | +60.6% | +47.7% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling