+23.8%
IONQ vs WEC
+54.4%
-30.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.2% | -10.7% | -10.5% |
| 7D | -16.7% | +3.2% | -19.9% | -16.4% |
| 30D | -38.9% | +14.7% | -53.6% | -38.1% |
| 3M | -33.8% | +10.2% | -44.1% | -33.1% |
| 6M | -44.9% | +4.5% | -49.4% | -44.5% |
| YTD | -41.1% | +15.1% | -56.2% | -40.5% |
| 1Y | -52.3% | +9.4% | -61.7% | -51.8% |
| 3Y | +128.2% | +56.9% | +71.3% | +129.8% |
| All | +23.8% | +54.4% | -30.6% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling