+265.9%
IONQ vs INCY
+45.7%
+220.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.7% |
| 7D | +0.8% | +1.9% | -1.1% | -0.1% |
| 30D | -1.0% | +5.8% | -6.8% | -3.4% |
| 3M | -39.8% | +25.2% | -65.0% | -46.4% |
| 6M | +6.4% | +28.2% | -21.8% | -6.3% |
| YTD | -11.9% | +28.3% | -40.3% | -22.8% |
| 1Y | -6.2% | +48.3% | -54.5% | -24.4% |
| 3Y | +125.7% | +95.9% | +29.8% | +47.7% |
| 5Y | +296.0% | +66.6% | +229.4% | +185.9% |
| All | +265.9% | +45.7% | +220.2% | +169.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling