+265.9%
IONQ vs LOW
+41.6%
+224.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.3% |
| 7D | +0.8% | -1.7% | +2.5% | +2.2% |
| 30D | -1.0% | -7.0% | +6.0% | +4.5% |
| 3M | -39.8% | -0.9% | -38.9% | -41.0% |
| 6M | +6.4% | -20.1% | +26.5% | +24.2% |
| YTD | -11.9% | -13.9% | +2.0% | -5.2% |
| 1Y | -6.2% | -21.1% | +15.0% | +7.4% |
| 3Y | +125.7% | -6.6% | +132.3% | +114.9% |
| 5Y | +296.0% | +9.4% | +286.6% | +258.9% |
| All | +265.9% | +41.6% | +224.3% | +227.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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