+121.5%
IONQ vs IOT
+61.4%
+60.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.5% | -0.6% |
| 7D | +0.8% | -2.3% | +3.1% | +1.9% |
| 30D | -1.0% | +3.8% | -4.8% | -3.1% |
| 3M | -39.8% | +14.2% | -54.0% | -45.2% |
| 6M | +6.4% | +40.1% | -33.7% | -16.5% |
| YTD | -11.9% | +13.4% | -25.3% | -23.1% |
| 1Y | -6.2% | +12.2% | -18.3% | -19.7% |
| 3Y | +125.7% | +30.0% | +95.7% | +69.9% |
| All | +121.5% | +61.4% | +60.1% | +13.4% |
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