+265.9%
IONQ vs DOCU
-69.2%
+335.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | -0.7% |
| 7D | +0.8% | +6.9% | -6.1% | -2.8% |
| 30D | -1.0% | +19.0% | -20.0% | -10.7% |
| 3M | -39.8% | +34.3% | -74.1% | -50.4% |
| 6M | +6.4% | +48.0% | -41.6% | -19.5% |
| YTD | -11.9% | 0.0% | -11.9% | -17.0% |
| 1Y | -6.2% | -10.3% | +4.1% | -6.1% |
| 3Y | +125.7% | +32.4% | +93.3% | +69.3% |
| 5Y | +296.0% | -77.9% | +373.9% | +460.6% |
| All | +265.9% | -69.2% | +335.2% | +386.7% |
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