+108.3%
IONQ vs TE
-25.4%
+133.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.9% |
| 7D | +0.8% | -4.0% | +4.8% | +1.9% |
| 30D | -1.0% | -15.9% | +14.9% | +3.5% |
| 3M | -39.8% | -60.5% | +20.7% | -24.2% |
| 6M | +6.4% | -35.2% | +41.6% | +10.8% |
| YTD | -11.9% | -31.1% | +19.2% | -10.9% |
| 1Y | -6.2% | +148.6% | -154.8% | -40.2% |
| All | +108.3% | -25.4% | +133.8% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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