-36.2%
IONQ vs WWD
+25.3%
-61.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.9% | +3.4% | +6.1% |
| 7D | +25.5% | +4.2% | +21.3% | +23.7% |
| 30D | -11.4% | -0.8% | -10.6% | -11.0% |
| 3M | -20.5% | -8.2% | -12.3% | -18.1% |
| 6M | -28.2% | -9.8% | -18.4% | -26.4% |
| YTD | -21.2% | +10.4% | -31.6% | -27.1% |
| All | -36.2% | +25.3% | -61.4% | -42.6% |
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