+265.9%
IONQ vs TD
+168.4%
+97.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.6% | +3.0% |
| 7D | +0.8% | +0.3% | +0.5% | +0.4% |
| 30D | -1.0% | +0.4% | -1.4% | -1.3% |
| 3M | -39.8% | +7.6% | -47.4% | -45.2% |
| 6M | +6.4% | +25.0% | -18.6% | -18.2% |
| YTD | -11.9% | +31.0% | -42.9% | -35.6% |
| 1Y | -6.2% | +65.2% | -71.3% | -47.9% |
| 3Y | +125.7% | +122.5% | +3.2% | -11.9% |
| 5Y | +296.0% | +124.8% | +171.2% | +75.4% |
| All | +265.9% | +168.4% | +97.5% | +53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling