+167.2%
IONQ vs WEC
+62.7%
+104.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | 0.0% | -9.4% | -9.4% |
| 7D | +16.8% | -0.7% | +17.5% | +16.6% |
| 30D | -11.1% | +11.0% | -22.1% | -9.1% |
| 3M | -31.7% | +8.6% | -40.3% | -30.3% |
| 6M | -44.8% | +6.2% | -50.9% | -43.9% |
| YTD | -31.2% | +14.3% | -45.5% | -29.9% |
| 1Y | -39.1% | +8.4% | -47.5% | -38.0% |
| All | +167.2% | +62.7% | +104.4% | +139.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling