+113.8%
IONQ vs IOT
+55.2%
+58.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.7% | -2.0% | -3.9% |
| 7D | +1.3% | +5.1% | -3.7% | -1.1% |
| 30D | -10.3% | -3.0% | -7.3% | -9.3% |
| 3M | -32.7% | +15.0% | -47.7% | -38.9% |
| 6M | +6.3% | +13.1% | -6.8% | -5.0% |
| YTD | -15.0% | +9.0% | -24.0% | -24.3% |
| 1Y | -13.3% | +0.1% | -13.4% | -19.8% |
| 3Y | +97.2% | +26.4% | +70.8% | +50.4% |
| All | +113.8% | +55.2% | +58.6% | +11.7% |
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