-43.2%
IONQ vs DRI
+30.3%
-73.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.0% | +24.4% | +23.5% |
| 7D | +8.6% | +2.8% | +5.8% | +8.4% |
| 30D | -21.1% | +13.3% | -34.3% | -22.1% |
| 3M | -17.9% | +8.2% | -26.1% | -18.6% |
| 6M | -37.9% | +17.5% | -55.5% | -40.7% |
| YTD | -27.3% | +26.9% | -54.2% | -30.9% |
| 1Y | -43.2% | +31.6% | -74.8% | -46.5% |
| All | -43.2% | +30.3% | -73.5% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling