-36.4%
IONQ vs JD
-8.1%
-28.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.9% | -7.1% |
| 7D | -11.5% | -4.1% | -7.3% | -10.0% |
| 30D | -8.1% | +4.6% | -12.7% | -10.0% |
| 3M | -35.8% | -4.7% | -31.0% | -34.5% |
| 6M | -47.7% | -17.4% | -30.4% | -41.1% |
| YTD | -35.6% | +0.7% | -36.4% | -36.4% |
| 1Y | -36.4% | -5.9% | -30.5% | -34.0% |
| All | -36.4% | -8.1% | -28.3% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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