+191.0%
IONQ vs IOT
+62.4%
+128.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +23.5% |
| 7D | +8.6% | -2.6% | +11.2% | +9.9% |
| 30D | -21.1% | +1.2% | -22.3% | -21.5% |
| 3M | -17.9% | +7.2% | -25.1% | -21.1% |
| 6M | -37.9% | +41.7% | -79.7% | -50.4% |
| YTD | -27.3% | +15.6% | -42.9% | -37.1% |
| 1Y | -43.2% | +7.6% | -50.8% | -49.2% |
| 3Y | +191.0% | +69.8% | +121.2% | +93.0% |
| All | +191.0% | +62.4% | +128.6% | +93.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling