+418.0%
IONQ vs LTH
+160.9%
+257.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.1% |
| 7D | +0.8% | -0.6% | +1.5% | +1.1% |
| 30D | -1.0% | -4.6% | +3.6% | +1.7% |
| 3M | -39.8% | +32.8% | -72.6% | -50.7% |
| 6M | +6.4% | +64.6% | -58.2% | -24.8% |
| YTD | -11.9% | +62.6% | -74.6% | -37.4% |
| 1Y | -6.2% | +49.9% | -56.1% | -30.7% |
| 3Y | +125.7% | +151.3% | -25.6% | +15.6% |
| All | +418.0% | +160.9% | +257.1% | +161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling