+61.9%
IONQ vs IOT
+66.1%
-4.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | -11.5% | +0.9% | -12.4% | -11.8% |
| 30D | -8.1% | +1.4% | -9.5% | -8.6% |
| 3M | -35.8% | +0.5% | -36.3% | -36.5% |
| 6M | -47.7% | +50.3% | -98.0% | -59.6% |
| YTD | -35.6% | +16.7% | -52.3% | -44.9% |
| 1Y | -36.4% | +6.8% | -43.2% | -43.3% |
| 3Y | +150.0% | +75.5% | +74.6% | +60.5% |
| All | +61.9% | +66.1% | -4.2% | -18.7% |
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