+191.0%
IONQ vs INCY
+116.8%
+74.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.4% | +22.0% | +23.1% |
| 7D | +8.6% | -0.6% | +9.2% | +8.8% |
| 30D | -21.1% | +5.5% | -26.6% | -22.0% |
| 3M | -17.9% | +1.1% | -18.9% | -18.0% |
| 6M | -37.9% | +19.8% | -57.8% | -41.3% |
| YTD | -27.3% | +21.1% | -48.4% | -31.5% |
| 1Y | -43.2% | +13.7% | -56.9% | -45.7% |
| 3Y | +191.0% | +119.3% | +71.7% | +120.1% |
| All | +191.0% | +116.8% | +74.2% | +120.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling