+56.9%
IONQ vs DIS
-30.6%
+87.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.0% | +6.3% | +6.2% |
| 7D | +25.5% | +5.3% | +20.1% | +18.8% |
| 30D | -11.4% | +10.2% | -21.7% | -20.4% |
| 3M | -20.5% | +13.5% | -34.0% | -31.8% |
| 6M | -28.2% | +11.1% | -39.3% | -38.3% |
| YTD | -21.2% | +5.5% | -26.7% | -28.4% |
| 1Y | -40.4% | +9.1% | -49.5% | -48.1% |
| 3Y | +214.7% | +36.0% | +178.7% | +108.3% |
| 5Y | +56.9% | -29.8% | +86.7% | +109.3% |
| All | +56.9% | -30.6% | +87.4% | +109.3% |
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