-44.7%
IONQ vs WWD
+27.2%
-71.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -0.8% |
| 7D | -8.9% | +7.3% | -16.2% | -11.2% |
| 30D | -31.3% | -2.0% | -29.3% | -30.6% |
| 3M | -29.2% | -12.6% | -16.6% | -26.0% |
| 6M | -35.4% | -8.4% | -27.0% | -33.9% |
| YTD | -34.2% | +8.2% | -42.4% | -38.4% |
| 1Y | -44.7% | +26.5% | -71.2% | -49.5% |
| All | -44.7% | +27.2% | -71.9% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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