-6.2%
IONQ vs OTIS
-14.9%
+8.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.2% |
| 7D | +0.8% | -0.7% | +1.6% | +0.6% |
| 30D | -1.0% | -2.0% | +1.0% | -1.3% |
| 3M | -39.8% | +2.6% | -42.4% | -39.7% |
| 6M | +6.4% | -20.9% | +27.4% | +3.9% |
| YTD | -11.9% | -17.1% | +5.2% | -12.5% |
| 1Y | -6.2% | -15.9% | +9.8% | +8.6% |
| All | -6.2% | -14.9% | +8.8% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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