+265.9%
IONQ vs DIA
+91.9%
+174.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +2.6% |
| 7D | +0.8% | -0.2% | +1.0% | +1.3% |
| 30D | -1.0% | -1.5% | +0.5% | +3.0% |
| 3M | -39.8% | +3.8% | -43.6% | -44.5% |
| 6M | +6.4% | +10.3% | -3.8% | -13.9% |
| YTD | -11.9% | +12.1% | -24.0% | -31.0% |
| 1Y | -6.2% | +18.6% | -24.8% | -35.5% |
| 3Y | +125.7% | +60.6% | +65.1% | -15.1% |
| 5Y | +296.0% | +64.4% | +231.6% | +53.1% |
| All | +265.9% | +91.9% | +174.0% | +23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling