+265.9%
IONQ vs DRI
+116.8%
+149.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | +0.8% | +0.6% | +0.2% | +0.3% |
| 30D | -1.0% | +3.8% | -4.9% | -4.0% |
| 3M | -39.8% | +13.0% | -52.8% | -46.1% |
| 6M | +6.4% | +8.3% | -1.9% | -1.4% |
| YTD | -11.9% | +20.6% | -32.5% | -25.3% |
| 1Y | -6.2% | +6.5% | -12.6% | -13.6% |
| 3Y | +125.7% | +53.7% | +72.0% | +52.1% |
| 5Y | +296.0% | +72.7% | +223.3% | +136.2% |
| All | +265.9% | +116.8% | +149.1% | +100.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling