+98.1%
IONQ vs IOT
+69.6%
+28.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.1% | +5.3% | +6.8% |
| 7D | +25.5% | +0.8% | +24.7% | +25.0% |
| 30D | -11.4% | +1.6% | -13.0% | -12.0% |
| 3M | -20.5% | +3.3% | -23.8% | -22.5% |
| 6M | -28.2% | +42.0% | -70.2% | -43.0% |
| YTD | -21.2% | +19.1% | -40.4% | -33.3% |
| 1Y | -40.4% | +8.8% | -49.1% | -47.3% |
| 3Y | +214.7% | +79.2% | +135.4% | +99.5% |
| All | +98.1% | +69.6% | +28.5% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling