+265.9%
IONQ vs DOV
+64.2%
+201.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.3% | +0.3% |
| 7D | +0.8% | -2.7% | +3.5% | +3.8% |
| 30D | -1.0% | -8.1% | +7.1% | +8.3% |
| 3M | -39.8% | -9.4% | -30.4% | -34.0% |
| 6M | +6.4% | -12.6% | +19.0% | +20.6% |
| YTD | -11.9% | -0.5% | -11.4% | -14.7% |
| 1Y | -6.2% | +9.2% | -15.4% | -20.0% |
| 3Y | +125.7% | +34.1% | +91.6% | +60.7% |
| 5Y | +296.0% | +17.3% | +278.7% | +197.6% |
| All | +265.9% | +64.2% | +201.8% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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