+105.6%
IONQ vs TDG
+52.8%
+52.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.9% | +3.3% |
| 7D | +7.1% | -0.9% | +8.0% | +7.7% |
| 30D | -8.9% | -6.5% | -2.4% | -5.1% |
| 3M | -35.6% | -5.1% | -30.5% | -34.2% |
| 6M | +13.3% | -11.5% | +24.8% | +20.8% |
| YTD | -9.8% | -13.9% | +4.1% | -2.8% |
| 1Y | -1.3% | -11.5% | +10.1% | +4.4% |
| All | +105.6% | +52.8% | +52.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling