-36.4%
IONQ vs INCY
+12.8%
-49.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.3% |
| 7D | -11.5% | +1.1% | -12.6% | -11.6% |
| 30D | -8.1% | +8.4% | -16.5% | -9.3% |
| 3M | -35.8% | +0.4% | -36.2% | -35.7% |
| 6M | -47.7% | +22.4% | -70.2% | -51.0% |
| YTD | -35.6% | +22.5% | -58.1% | -39.5% |
| 1Y | -36.4% | +14.8% | -51.1% | -38.5% |
| All | -36.4% | +12.8% | -49.2% | -38.5% |
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