+253.1%
IONQ vs INCY
+44.9%
+208.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -6.3% |
| 7D | +1.3% | -2.2% | +3.5% | +2.2% |
| 30D | -10.3% | +3.7% | -14.0% | -11.8% |
| 3M | -32.7% | +22.1% | -54.8% | -39.3% |
| 6M | +6.3% | +29.8% | -23.4% | -7.0% |
| YTD | -15.0% | +27.6% | -42.6% | -25.3% |
| 1Y | -13.3% | +47.2% | -60.5% | -30.0% |
| 3Y | +97.2% | +97.0% | +0.3% | +28.4% |
| 5Y | +278.7% | +73.4% | +205.4% | +168.1% |
| All | +253.1% | +44.9% | +208.3% | +160.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling