-43.2%
IONQ vs WEC
+6.8%
-50.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.1% | +25.5% | +21.8% |
| 7D | +8.6% | -0.2% | +8.8% | +8.5% |
| 30D | -21.1% | +12.3% | -33.4% | -15.8% |
| 3M | -17.9% | +8.3% | -26.1% | -13.8% |
| 6M | -37.9% | +3.5% | -41.4% | -36.4% |
| YTD | -27.3% | +12.7% | -40.0% | -24.6% |
| 1Y | -43.2% | +8.2% | -51.4% | -39.4% |
| All | -43.2% | +6.8% | -50.0% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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