+304.7%
IONQ vs DVA
+38.1%
+266.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.8% |
| 7D | +7.1% | +2.2% | +4.9% | +6.6% |
| 30D | -8.9% | -2.0% | -6.9% | -8.6% |
| 3M | -35.6% | -6.3% | -29.3% | -35.3% |
| 6M | +13.3% | +19.4% | -6.2% | +7.2% |
| YTD | -9.8% | +58.5% | -68.3% | -22.0% |
| 1Y | -1.3% | +33.9% | -35.2% | -10.5% |
| 3Y | +109.3% | +88.4% | +20.8% | +67.4% |
| 5Y | +304.7% | +39.5% | +265.2% | +212.3% |
| All | +304.7% | +38.1% | +266.6% | +212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 5y: compounded portfolio wealth divided by compounded DVA 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…
5y analysis · Full analysis span regression · 6 months rolling