+52.8%
IONQ vs TD
+101.6%
-48.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.6% | +24.0% | +24.2% |
| 7D | +8.6% | -1.7% | +10.3% | +11.1% |
| 30D | -21.1% | +8.2% | -29.3% | -29.1% |
| 3M | -17.9% | +1.7% | -19.6% | -19.8% |
| 6M | -37.9% | +14.2% | -52.2% | -48.3% |
| YTD | -27.3% | +32.8% | -60.1% | -49.5% |
| 1Y | -43.2% | +55.5% | -98.7% | -68.0% |
| 3Y | +191.0% | +129.6% | +61.4% | -3.0% |
| All | +52.8% | +101.6% | -48.9% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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