+265.9%
IONQ vs DVA
+56.5%
+209.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | +0.8% | +1.8% | -1.0% | +0.5% |
| 30D | -1.0% | -2.5% | +1.5% | -0.6% |
| 3M | -39.8% | -4.3% | -35.6% | -39.8% |
| 6M | +6.4% | +18.9% | -12.4% | +1.2% |
| YTD | -11.9% | +61.9% | -73.9% | -23.5% |
| 1Y | -6.2% | +35.7% | -41.9% | -14.6% |
| 3Y | +125.7% | +78.6% | +47.1% | +86.2% |
| 5Y | +296.0% | +39.2% | +256.8% | +212.6% |
| All | +265.9% | +56.5% | +209.4% | +180.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling