+37.2%
IONQ vs B
+143.5%
-106.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.5% | -11.1% | -10.8% |
| 7D | -16.7% | +4.3% | -21.0% | -18.5% |
| 30D | -38.9% | -0.9% | -38.0% | -38.8% |
| 3M | -33.8% | -1.4% | -32.5% | -33.5% |
| 6M | -44.9% | +5.0% | -50.0% | -45.7% |
| YTD | -41.1% | -5.8% | -35.3% | -39.3% |
| 1Y | -52.3% | +25.6% | -77.9% | -54.9% |
| 3Y | +128.2% | +161.6% | -33.4% | +64.1% |
| 5Y | +37.2% | +135.2% | -98.1% | +1.8% |
| All | +37.2% | +143.5% | -106.4% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling