-13.3%
IONQ vs WBD
+126.2%
-139.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.0% | -5.4% |
| 7D | +1.3% | -1.7% | +3.0% | +2.1% |
| 30D | -10.3% | +3.9% | -14.2% | -11.7% |
| 3M | -32.7% | +5.1% | -37.8% | -34.2% |
| 6M | +6.3% | +0.6% | +5.8% | +6.2% |
| YTD | -15.0% | -3.2% | -11.8% | -13.9% |
| 1Y | -13.3% | +127.7% | -141.0% | -37.5% |
| All | -13.3% | +126.2% | -139.5% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 1y: compounded portfolio wealth divided by compounded WBD 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…
1y analysis · Full analysis span regression · 6 months rolling