-44.7%
IONQ vs DOC
+21.8%
-66.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -2.8% |
| 7D | -8.9% | +8.7% | -17.6% | -12.2% |
| 30D | -31.3% | +7.6% | -38.9% | -33.5% |
| 3M | -29.2% | -5.3% | -23.9% | -27.5% |
| 6M | -35.4% | +27.6% | -63.0% | -46.3% |
| YTD | -34.2% | +32.4% | -66.6% | -44.8% |
| 1Y | -44.7% | +22.9% | -67.5% | -51.7% |
| All | -44.7% | +21.8% | -66.5% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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