+294.8%
IONQ vs DIA
+64.7%
+230.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.3% |
| 3M | -39.8% | +3.8% | -43.6% | -44.9% |
| 6M | +6.4% | +10.3% | -3.8% | -15.2% |
| YTD | -11.9% | +12.1% | -24.0% | -32.3% |
| 1Y | -6.2% | +18.6% | -24.8% | -37.4% |
| 3Y | +125.7% | +60.6% | +65.1% | -23.0% |
| All | +294.8% | +64.7% | +230.1% | +44.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling