+109.3%
IONQ vs DUK
+51.5%
+57.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.9% |
| 7D | +7.1% | +0.7% | +6.4% | +7.5% |
| 30D | -8.9% | -2.0% | -6.9% | -9.8% |
| 3M | -35.6% | +0.2% | -35.8% | -35.2% |
| 6M | +13.3% | -6.9% | +20.2% | +10.9% |
| YTD | -9.8% | +6.1% | -16.0% | -7.1% |
| 1Y | -1.3% | +4.4% | -5.7% | +1.3% |
| 3Y | +109.3% | +49.1% | +60.1% | +123.8% |
| All | +109.3% | +51.5% | +57.7% | +123.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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