+144.7%
IONQ vs DIS
-33.7%
+178.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.5% | -9.1% | -9.1% |
| 7D | -16.7% | +5.7% | -22.4% | -21.1% |
| 30D | -38.9% | +12.7% | -51.6% | -45.8% |
| 3M | -33.8% | +15.2% | -49.0% | -43.3% |
| 6M | -44.9% | +17.6% | -62.5% | -54.7% |
| YTD | -41.1% | +3.8% | -44.9% | -45.0% |
| 1Y | -52.3% | +6.8% | -59.1% | -56.9% |
| 3Y | +128.2% | +42.1% | +86.1% | +54.0% |
| 5Y | +37.2% | -31.2% | +68.3% | +48.6% |
| All | +144.7% | -33.7% | +178.4% | +161.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling