+144.7%
IONQ vs DOCU
-64.5%
+209.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.0% | -8.6% | -9.5% |
| 7D | -16.7% | -3.2% | -13.5% | -15.2% |
| 30D | -38.9% | +15.7% | -54.6% | -43.9% |
| 3M | -33.8% | +37.3% | -71.1% | -45.3% |
| 6M | -44.9% | +63.1% | -108.1% | -60.6% |
| YTD | -41.1% | +15.4% | -56.5% | -49.2% |
| 1Y | -52.3% | +11.3% | -63.6% | -57.9% |
| 3Y | +128.2% | +92.1% | +36.2% | +36.7% |
| 5Y | +37.2% | -70.5% | +107.7% | +74.6% |
| All | +144.7% | -64.5% | +209.2% | +197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling