+224.0%
IONQ vs INCY
+38.3%
+185.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | +16.7% | +2.3% | +14.4% | +15.8% |
| 30D | -12.3% | +6.7% | -18.9% | -14.6% |
| 3M | -17.7% | -1.0% | -16.7% | -17.5% |
| 6M | -28.9% | +22.1% | -51.0% | -36.3% |
| YTD | -22.0% | +21.8% | -43.8% | -30.2% |
| 1Y | -36.8% | +13.5% | -50.3% | -41.8% |
| 3Y | +228.2% | +129.4% | +98.8% | +89.3% |
| 5Y | +91.9% | +84.0% | +8.0% | +32.4% |
| All | +224.0% | +38.3% | +185.7% | +143.9% |
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 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