+76.9%
IONQ vs DRI
+78.6%
-1.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | +15.3% | -0.7% | +16.0% | +15.9% |
| 30D | -6.1% | +14.7% | -20.8% | -15.7% |
| 3M | -21.6% | +5.4% | -27.0% | -25.8% |
| 6M | -40.1% | +18.8% | -59.0% | -49.6% |
| YTD | -24.1% | +28.4% | -52.5% | -40.8% |
| 1Y | -37.4% | +37.7% | -75.1% | -54.6% |
| 3Y | +219.5% | +68.0% | +151.6% | +81.1% |
| 5Y | +76.9% | +78.8% | -1.9% | -13.0% |
| All | +76.9% | +78.6% | -1.7% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling