+265.9%
IONQ vs DOW
-28.4%
+294.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +2.5% |
| 7D | +0.8% | -2.4% | +3.2% | +1.6% |
| 30D | -1.0% | +0.4% | -1.4% | -1.9% |
| 3M | -39.8% | -14.4% | -25.4% | -36.5% |
| 6M | +6.4% | -7.0% | +13.4% | +3.9% |
| YTD | -11.9% | +30.2% | -42.1% | -29.0% |
| 1Y | -6.2% | +29.2% | -35.4% | -25.1% |
| 3Y | +125.7% | -36.7% | +162.4% | +169.0% |
| 5Y | +296.0% | -37.7% | +333.7% | +368.9% |
| All | +265.9% | -28.4% | +294.3% | +311.5% |
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 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