+52.8%
IONQ vs TECH
-40.1%
+92.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.2% | +23.3% | +23.3% |
| 7D | +8.6% | +0.2% | +8.4% | +8.5% |
| 30D | -21.1% | +0.3% | -21.4% | -21.2% |
| 3M | -17.9% | +1.3% | -19.2% | -18.5% |
| 6M | -37.9% | +54.0% | -91.9% | -55.3% |
| YTD | -27.3% | +24.3% | -51.6% | -41.4% |
| 1Y | -43.2% | +25.8% | -69.0% | -55.1% |
| 3Y | +191.0% | +26.0% | +165.0% | +102.2% |
| All | +52.8% | -40.1% | +92.9% | +129.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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