-13.3%
IONQ vs IOT
-3.4%
-9.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.7% | -2.0% | -4.6% |
| 7D | +1.3% | +5.1% | -3.7% | -0.2% |
| 30D | -10.3% | -3.0% | -7.3% | -9.6% |
| 3M | -32.7% | +15.0% | -47.7% | -36.7% |
| 6M | +6.3% | +13.1% | -6.8% | -1.4% |
| YTD | -15.0% | +9.0% | -24.0% | -23.6% |
| 1Y | -13.3% | +0.1% | -13.4% | -18.2% |
| All | -13.3% | -3.4% | -9.9% | -18.2% |
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