+52.8%
IONQ vs DIS
-32.6%
+85.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.8% |
| 7D | +8.6% | +5.2% | +3.4% | +2.6% |
| 30D | -21.1% | +11.5% | -32.5% | -30.1% |
| 3M | -17.9% | +11.5% | -29.4% | -28.3% |
| 6M | -37.9% | +8.9% | -46.8% | -45.6% |
| YTD | -27.3% | +3.4% | -30.7% | -32.6% |
| 1Y | -43.2% | +7.2% | -50.4% | -49.7% |
| 3Y | +191.0% | +43.3% | +147.7% | +78.4% |
| All | +52.8% | -32.6% | +85.4% | +110.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling