+167.2%
IONQ vs DOW
-19.8%
+187.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.9% | -11.3% | -9.9% |
| 7D | +16.8% | +3.7% | +13.1% | +15.4% |
| 30D | -11.1% | +16.3% | -27.4% | -15.2% |
| 3M | -31.7% | +9.7% | -41.4% | -34.0% |
| 6M | -44.8% | -14.1% | -30.7% | -41.9% |
| YTD | -31.2% | +46.6% | -77.8% | -46.4% |
| 1Y | -39.1% | +56.8% | -96.0% | -54.9% |
| All | +167.2% | -19.8% | +187.0% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 3y: compounded portfolio wealth divided by compounded DOW 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…
3y analysis · Full analysis span regression · 6 months rolling