+265.9%
IONQ vs DTE
+57.3%
+208.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.3% |
| 7D | +0.8% | +0.2% | +0.7% | +0.8% |
| 30D | -1.0% | -2.6% | +1.5% | -0.9% |
| 3M | -39.8% | -3.9% | -35.9% | -39.9% |
| 6M | +6.4% | -7.9% | +14.3% | +6.8% |
| YTD | -11.9% | +7.2% | -19.1% | -13.1% |
| 1Y | -6.2% | +3.1% | -9.2% | -7.0% |
| 3Y | +125.7% | +47.6% | +78.1% | +120.5% |
| 5Y | +296.0% | +32.7% | +263.3% | +310.7% |
| All | +265.9% | +57.3% | +208.6% | +299.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling