+53.2%
IONQ vs DIA
+57.9%
-4.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.4% | -9.0% | -8.4% |
| 7D | +16.8% | +1.6% | +15.2% | +12.2% |
| 30D | -11.1% | +1.2% | -12.4% | -13.8% |
| 3M | -31.7% | -2.4% | -29.3% | -27.1% |
| 6M | -44.8% | +5.7% | -50.4% | -51.5% |
| YTD | -31.2% | +9.9% | -41.2% | -44.5% |
| 1Y | -39.1% | +9.8% | -49.0% | -50.6% |
| 3Y | +189.5% | +59.8% | +129.7% | -0.6% |
| 5Y | +53.2% | +57.7% | -4.5% | -37.7% |
| All | +53.2% | +57.9% | -4.8% | -37.7% |
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