-36.8%
IONQ vs IOT
+5.8%
-42.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -0.4% |
| 7D | +16.7% | +0.8% | +15.8% | +16.5% |
| 30D | -12.3% | -0.2% | -12.0% | -12.1% |
| 3M | -17.7% | +4.0% | -21.7% | -18.9% |
| 6M | -28.9% | +39.4% | -68.3% | -38.1% |
| YTD | -22.0% | +16.9% | -38.9% | -33.5% |
| 1Y | -36.8% | +4.1% | -40.9% | -43.3% |
| All | -36.8% | +5.8% | -42.6% | -43.3% |
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