+294.8%
IONQ vs TE
-47.8%
+342.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.8% |
| 7D | +0.8% | -4.0% | +4.8% | +2.1% |
| 30D | -1.0% | -15.9% | +14.9% | +4.6% |
| 3M | -39.8% | -60.5% | +20.7% | -19.7% |
| 6M | +6.4% | -35.2% | +41.6% | +10.4% |
| YTD | -11.9% | -31.1% | +19.2% | -12.5% |
| 1Y | -6.2% | +148.6% | -154.8% | -49.6% |
| 3Y | +125.7% | -26.4% | +152.1% | +63.6% |
| All | +294.8% | -47.8% | +342.7% | +199.3% |
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 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