+202.0%
IONQ vs DPZ
-5.4%
+207.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.2% | +25.6% | +24.3% |
| 7D | +8.6% | +6.6% | +2.0% | +5.4% |
| 30D | -21.1% | +10.3% | -31.4% | -24.6% |
| 3M | -17.9% | -6.2% | -11.7% | -16.6% |
| 6M | -37.9% | +4.2% | -42.2% | -41.2% |
| YTD | -27.3% | -18.4% | -8.9% | -22.5% |
| 1Y | -43.2% | -14.9% | -28.3% | -41.2% |
| 3Y | +191.0% | -4.6% | +195.6% | +161.1% |
| 5Y | +69.3% | -27.4% | +96.7% | +84.7% |
| All | +202.0% | -5.4% | +207.4% | +175.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling