-44.7%
IONQ vs TDY
+22.9%
-67.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.8% | +3.3% | +3.9% |
| 7D | -8.9% | -5.0% | -3.9% | -3.6% |
| 30D | -31.3% | +2.0% | -33.3% | -33.0% |
| 3M | -29.2% | -7.7% | -21.5% | -22.5% |
| 6M | -35.4% | -0.9% | -34.6% | -34.1% |
| YTD | -34.2% | +23.7% | -57.9% | -50.0% |
| 1Y | -44.7% | +23.6% | -68.3% | -58.2% |
| All | -44.7% | +22.9% | -67.6% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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