+275.7%
IONQ vs DOCN
+171.0%
+104.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | -0.2% |
| 7D | +0.8% | +1.1% | -0.3% | +0.2% |
| 30D | -1.0% | -9.6% | +8.6% | +3.6% |
| 3M | -39.8% | -37.7% | -2.1% | -24.5% |
| 6M | +6.4% | +115.2% | -108.8% | -37.6% |
| YTD | -11.9% | +133.7% | -145.7% | -52.5% |
| 1Y | -6.2% | +250.2% | -256.3% | -60.3% |
| 3Y | +125.7% | +320.3% | -194.6% | -23.0% |
| 5Y | +296.0% | +53.1% | +242.9% | +155.5% |
| All | +275.7% | +171.0% | +104.7% | +146.3% |
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