+52.8%
IONQ vs DPZ
-27.1%
+79.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.2% | +25.6% | +24.3% |
| 7D | +8.6% | +6.6% | +2.0% | +5.3% |
| 30D | -21.1% | +10.3% | -31.4% | -24.7% |
| 3M | -17.9% | -6.2% | -11.7% | -16.6% |
| 6M | -37.9% | +4.2% | -42.2% | -41.3% |
| YTD | -27.3% | -18.4% | -8.9% | -22.0% |
| 1Y | -43.2% | -14.9% | -28.3% | -41.0% |
| 3Y | +191.0% | -4.6% | +195.6% | +153.9% |
| All | +52.8% | -27.1% | +79.9% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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