-32.0%
IONQ vs B
+3.3%
-35.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.1% | -6.3% | -7.0% |
| 7D | +16.8% | -6.2% | +23.0% | +22.8% |
| 30D | -11.1% | -6.6% | -4.5% | -6.4% |
| 3M | -31.7% | -7.9% | -23.9% | -28.0% |
| 6M | -44.8% | -16.8% | -28.0% | -36.7% |
| YTD | -31.2% | -11.7% | -19.6% | -27.1% |
| All | -32.0% | +3.3% | -35.3% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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