-36.4%
IONQ vs DIS
+10.8%
-47.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.6% | -7.0% | -6.7% |
| 7D | -11.5% | +1.9% | -13.4% | -12.1% |
| 30D | -8.1% | +9.2% | -17.2% | -11.3% |
| 3M | -35.8% | +13.5% | -49.3% | -39.6% |
| 6M | -47.7% | +14.3% | -62.0% | -50.5% |
| YTD | -35.6% | +5.4% | -41.0% | -38.9% |
| 1Y | -36.4% | +12.2% | -48.5% | -40.0% |
| All | -36.4% | +10.8% | -47.2% | -40.0% |
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