-36.8%
IONQ vs DTE
+4.8%
-41.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -0.9% |
| 7D | +16.7% | +3.5% | +13.1% | +17.7% |
| 30D | -12.3% | +9.5% | -21.8% | -9.9% |
| 3M | -17.7% | +2.5% | -20.3% | -16.6% |
| 6M | -28.9% | +0.6% | -29.5% | -29.5% |
| YTD | -22.0% | +10.5% | -32.5% | -27.3% |
| 1Y | -36.8% | +3.3% | -40.1% | -36.3% |
| All | -36.8% | +4.8% | -41.6% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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