+73.0%
IONQ vs IOT
+65.9%
+7.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.2% | -7.2% | -8.3% |
| 7D | +16.8% | +0.6% | +16.2% | +16.6% |
| 30D | -11.1% | +0.1% | -11.3% | -11.0% |
| 3M | -31.7% | +5.0% | -36.8% | -34.0% |
| 6M | -44.8% | +47.0% | -91.8% | -56.8% |
| YTD | -31.2% | +16.6% | -47.8% | -41.1% |
| 1Y | -39.1% | +4.8% | -43.9% | -45.1% |
| 3Y | +189.5% | +72.2% | +117.3% | +87.6% |
| All | +73.0% | +65.9% | +7.0% | -13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling