-44.7%
IONQ vs INCY
+20.6%
-65.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.5% | -6.0% | -2.3% |
| 7D | -8.9% | +5.1% | -14.0% | -9.8% |
| 30D | -31.3% | +7.6% | -38.9% | -32.3% |
| 3M | -29.2% | +1.9% | -31.1% | -29.4% |
| 6M | -35.4% | +26.5% | -61.9% | -40.7% |
| YTD | -34.2% | +24.4% | -58.5% | -39.6% |
| 1Y | -44.7% | +19.4% | -64.0% | -47.4% |
| All | -44.7% | +20.6% | -65.3% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1y: compounded portfolio wealth divided by compounded INCY 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…
1y analysis · Full analysis span regression · 6 months rolling