+214.7%
IONQ vs B
+196.2%
+18.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.2% | +4.1% | +6.4% |
| 7D | +25.5% | +11.3% | +14.1% | +19.2% |
| 30D | -11.4% | +2.9% | -14.4% | -12.5% |
| 3M | -20.5% | -2.9% | -17.6% | -19.6% |
| 6M | -28.2% | -1.2% | -27.0% | -27.8% |
| YTD | -21.2% | -1.3% | -19.9% | -20.1% |
| 1Y | -40.4% | +30.4% | -70.8% | -43.2% |
| 3Y | +214.7% | +195.3% | +19.4% | +147.6% |
| All | +214.7% | +196.2% | +18.5% | +147.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling