+126.8%
IONQ vs IOT
+61.2%
+65.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.5% |
| 7D | +7.1% | +2.8% | +4.3% | +5.5% |
| 30D | -8.9% | -1.8% | -7.1% | -8.5% |
| 3M | -35.6% | +17.9% | -53.4% | -42.2% |
| 6M | +13.3% | +13.5% | -0.3% | +1.0% |
| YTD | -9.8% | +13.3% | -23.1% | -21.2% |
| 1Y | -1.3% | -3.3% | +2.0% | -7.3% |
| 3Y | +109.3% | +31.3% | +77.9% | +56.5% |
| All | +126.8% | +61.2% | +65.6% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling