+928.6%
WDC vs IONQ
+295.2%
+633.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +5.7% |
| 7D | +1.7% | +0.8% | +0.9% | +1.6% |
| 30D | -10.0% | -1.0% | -8.9% | -10.1% |
| 3M | -18.8% | -39.8% | +21.1% | -12.8% |
| 6M | +79.0% | +6.4% | +72.6% | +75.9% |
| YTD | +171.6% | -11.9% | +183.5% | +171.4% |
| 1Y | +417.4% | -6.2% | +423.5% | +404.7% |
| 3Y | +1,251.8% | +125.7% | +1,126.1% | +939.1% |
| All | +928.6% | +295.2% | +633.4% | +559.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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