+109.3%
IONQ vs DTE
+48.7%
+60.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.3% |
| 7D | +7.1% | +0.9% | +6.2% | +7.0% |
| 30D | -8.9% | -1.9% | -7.0% | -8.6% |
| 3M | -35.6% | -3.3% | -32.2% | -35.6% |
| 6M | +13.3% | -7.1% | +20.4% | +14.3% |
| YTD | -9.8% | +8.1% | -17.9% | -13.3% |
| 1Y | -1.3% | +5.3% | -6.6% | -4.4% |
| 3Y | +109.3% | +48.2% | +61.1% | +73.9% |
| All | +109.3% | +48.7% | +60.6% | +73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling