+173.5%
IONQ vs DOCU
-63.8%
+237.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -8.9% | -3.7% | -5.2% | -7.1% |
| 30D | -31.3% | +15.0% | -46.2% | -36.7% |
| 3M | -29.2% | +39.9% | -69.1% | -42.2% |
| 6M | -35.4% | +66.2% | -101.6% | -54.2% |
| YTD | -34.2% | +17.7% | -51.9% | -43.9% |
| 1Y | -44.7% | +13.7% | -58.3% | -51.8% |
| 3Y | +155.1% | +95.9% | +59.2% | +51.1% |
| 5Y | +79.8% | -71.7% | +151.5% | +127.7% |
| All | +173.5% | -63.8% | +237.3% | +229.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling