+191.0%
IONQ vs TE
-36.2%
+227.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +3.5% | +19.9% | +22.4% |
| 7D | +8.6% | -12.6% | +21.2% | +12.9% |
| 30D | -21.1% | -36.7% | +15.6% | -10.7% |
| 3M | -17.9% | -57.5% | +39.6% | +2.5% |
| 6M | -37.9% | -55.2% | +17.3% | -27.1% |
| YTD | -27.3% | -64.7% | +37.4% | -12.3% |
| 1Y | -43.2% | -35.9% | -7.3% | -42.4% |
| 3Y | +191.0% | -31.8% | +222.8% | +107.2% |
| All | +191.0% | -36.2% | +227.2% | +107.2% |
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