-36.4%
IONQ vs IWD
+28.9%
-65.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -7.0% |
| 7D | -11.5% | +2.3% | -13.7% | -16.1% |
| 30D | -8.1% | +3.6% | -11.7% | -15.9% |
| 3M | -35.8% | +2.2% | -37.9% | -39.2% |
| 6M | -47.7% | +13.0% | -60.7% | -62.9% |
| YTD | -35.6% | +26.5% | -62.2% | -64.8% |
| 1Y | -36.4% | +30.1% | -66.5% | -67.4% |
| All | -36.4% | +28.9% | -65.3% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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