+202.0%
IONQ vs DOW
-23.6%
+225.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.2% | +24.1% |
| 7D | +8.6% | -9.5% | +18.1% | +12.6% |
| 30D | -21.1% | +13.1% | -34.2% | -25.1% |
| 3M | -17.9% | +4.8% | -22.7% | -20.4% |
| 6M | -37.9% | -16.7% | -21.3% | -34.0% |
| YTD | -27.3% | +38.9% | -66.2% | -43.2% |
| 1Y | -43.2% | +48.3% | -91.5% | -57.8% |
| 3Y | +191.0% | -24.4% | +215.3% | +214.7% |
| 5Y | +69.3% | -29.2% | +98.5% | +93.3% |
| All | +202.0% | -23.6% | +225.7% | +229.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling