+151.2%
IONQ vs DOCN
+70.4%
+80.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -15.9% | +5.3% | -2.4% |
| 7D | -16.7% | -29.3% | +12.6% | -1.0% |
| 30D | -38.9% | -46.0% | +7.1% | -17.2% |
| 3M | -33.8% | -43.2% | +9.4% | -14.3% |
| 6M | -44.9% | -53.7% | +8.8% | -22.2% |
| YTD | -41.1% | +46.9% | -88.0% | -60.7% |
| 1Y | -52.3% | +54.3% | -106.6% | -69.0% |
| 3Y | +128.2% | +185.5% | -57.3% | -6.8% |
| 5Y | +37.2% | -31.1% | +68.3% | +9.6% |
| All | +151.2% | +70.4% | +80.9% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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