+45.7%
IONQ vs OVV
+107.0%
-61.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.2% | -6.7% |
| 7D | -11.5% | +8.0% | -19.5% | -14.6% |
| 30D | -8.1% | -2.0% | -6.0% | -7.9% |
| 3M | -35.8% | +5.4% | -41.2% | -38.2% |
| 6M | -47.7% | +14.3% | -62.0% | -52.4% |
| YTD | -35.6% | +69.4% | -105.1% | -53.1% |
| 1Y | -36.4% | +72.4% | -108.8% | -54.3% |
| 3Y | +150.0% | +58.4% | +91.7% | +81.2% |
| All | +45.7% | +107.0% | -61.3% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 5y: compounded portfolio wealth divided by compounded OVV 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…
5y analysis · Full analysis span regression · 6 months rolling