+126.0%
IONQ vs DOW
-36.1%
+162.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +2.2% |
| 7D | +0.8% | -2.4% | +3.2% | +1.5% |
| 30D | -1.0% | +0.4% | -1.4% | -1.7% |
| 3M | -39.8% | -14.4% | -25.4% | -36.8% |
| 6M | +6.4% | -7.0% | +13.4% | +3.7% |
| YTD | -11.9% | +30.2% | -42.1% | -28.8% |
| 1Y | -6.2% | +29.2% | -35.4% | -25.0% |
| All | +126.0% | -36.1% | +162.0% | +206.8% |
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