+135.8%
IONQ vs LTH
+273.3%
-137.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.8% | -11.3% | -11.0% |
| 7D | -16.7% | +5.3% | -22.0% | -19.2% |
| 30D | -38.9% | +18.3% | -57.2% | -44.8% |
| 3M | -33.8% | +5.4% | -39.2% | -36.2% |
| 6M | -44.9% | +62.5% | -107.5% | -59.9% |
| YTD | -41.1% | +79.6% | -120.7% | -59.8% |
| 1Y | -52.3% | +88.1% | -140.4% | -68.5% |
| All | +135.8% | +273.3% | -137.6% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling