+294.8%
IONQ vs B
+153.8%
+141.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.2% |
| 7D | +0.8% | -1.6% | +2.4% | +1.5% |
| 30D | -1.0% | +9.4% | -10.5% | -4.5% |
| 3M | -39.8% | +5.0% | -44.8% | -41.0% |
| 6M | +6.4% | -3.5% | +10.0% | +7.4% |
| YTD | -11.9% | +4.5% | -16.4% | -12.8% |
| 1Y | -6.2% | +67.8% | -73.9% | -19.6% |
| 3Y | +125.7% | +196.7% | -71.0% | +56.4% |
| All | +294.8% | +153.8% | +141.0% | +164.4% |
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