+294.8%
IONQ vs DOC
-24.5%
+319.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +2.7% |
| 7D | +0.8% | -1.5% | +2.3% | +1.9% |
| 30D | -1.0% | -4.8% | +3.7% | +2.6% |
| 3M | -39.8% | +6.9% | -46.7% | -43.9% |
| 6M | +6.4% | +20.7% | -14.3% | -10.7% |
| YTD | -11.9% | +34.1% | -46.1% | -32.5% |
| 1Y | -6.2% | +22.6% | -28.8% | -22.9% |
| 3Y | +125.7% | +20.8% | +104.9% | +85.2% |
| All | +294.8% | -24.5% | +319.3% | +312.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling