+37.2%
IONQ vs DOCU
-71.9%
+109.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.0% | -8.6% | -9.4% |
| 7D | -16.7% | -3.2% | -13.5% | -15.0% |
| 30D | -38.9% | +15.7% | -54.6% | -44.3% |
| 3M | -33.8% | +37.3% | -71.1% | -46.2% |
| 6M | -44.9% | +63.1% | -108.1% | -61.7% |
| YTD | -41.1% | +15.4% | -56.5% | -49.9% |
| 1Y | -52.3% | +11.3% | -63.6% | -58.4% |
| 3Y | +128.2% | +92.1% | +36.2% | +27.0% |
| 5Y | +37.2% | -70.5% | +107.7% | +104.2% |
| All | +37.2% | -71.9% | +109.0% | +104.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling