+224.0%
IONQ vs DIA
+88.0%
+136.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.3% |
| 7D | +16.7% | +0.9% | +15.8% | +14.1% |
| 30D | -12.3% | +1.1% | -13.4% | -14.5% |
| 3M | -17.7% | -2.9% | -14.9% | -11.5% |
| 6M | -28.9% | +5.9% | -34.8% | -37.3% |
| YTD | -22.0% | +9.8% | -31.8% | -35.7% |
| 1Y | -36.8% | +11.7% | -48.5% | -50.0% |
| 3Y | +228.2% | +59.5% | +168.7% | +25.9% |
| 5Y | +91.9% | +57.5% | +34.4% | -20.7% |
| All | +224.0% | +88.0% | +136.0% | +15.1% |
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