+45.7%
IONQ vs DOW
-28.2%
+73.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.3% |
| 7D | -11.5% | +5.2% | -16.7% | -13.4% |
| 30D | -8.1% | +13.2% | -21.3% | -13.1% |
| 3M | -35.8% | +10.1% | -45.9% | -39.0% |
| 6M | -47.7% | -13.1% | -34.7% | -45.2% |
| YTD | -35.6% | +46.1% | -81.8% | -52.5% |
| 1Y | -36.4% | +50.0% | -86.4% | -54.3% |
| 3Y | +150.0% | -20.2% | +170.3% | +174.7% |
| All | +45.7% | -28.2% | +73.9% | +86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling