-44.7%
IONQ vs IOT
+8.2%
-52.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.1% | -5.6% | -2.7% |
| 7D | -8.9% | -0.5% | -8.4% | -8.9% |
| 30D | -31.3% | +1.0% | -32.2% | -31.5% |
| 3M | -29.2% | +10.9% | -40.1% | -31.5% |
| 6M | -35.4% | +39.9% | -75.3% | -43.7% |
| YTD | -34.2% | +20.8% | -54.9% | -44.5% |
| 1Y | -44.7% | +10.6% | -55.2% | -53.6% |
| All | -44.7% | +8.2% | -52.8% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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