-43.2%
IONQ vs DIS
+6.5%
-49.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.6% |
| 7D | +8.6% | +5.2% | +3.4% | +6.1% |
| 30D | -21.1% | +11.5% | -32.5% | -25.0% |
| 3M | -17.9% | +11.5% | -29.4% | -22.6% |
| 6M | -37.9% | +8.9% | -46.8% | -40.1% |
| YTD | -27.3% | +3.4% | -30.7% | -29.9% |
| 1Y | -43.2% | +7.2% | -50.4% | -46.4% |
| All | -43.2% | +6.5% | -49.7% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 1y: compounded portfolio wealth divided by compounded DIS 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…
1y analysis · Full analysis span regression · 6 months rolling