+52.8%
IONQ vs TE
-79.6%
+132.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +3.5% | +19.9% | +22.2% |
| 7D | +8.6% | -12.6% | +21.2% | +13.9% |
| 30D | -21.1% | -36.7% | +15.6% | -7.9% |
| 3M | -17.9% | -57.5% | +39.6% | +8.3% |
| 6M | -37.9% | -55.2% | +17.3% | -25.3% |
| YTD | -27.3% | -64.7% | +37.4% | -10.2% |
| 1Y | -43.2% | -35.9% | -7.3% | -44.9% |
| 3Y | +191.0% | -31.8% | +222.8% | +82.7% |
| All | +52.8% | -79.6% | +132.4% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling