+265.9%
IONQ vs B
+120.0%
+146.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.1% |
| 7D | +0.8% | -1.6% | +2.4% | +1.4% |
| 30D | -1.0% | +9.4% | -10.5% | -4.3% |
| 3M | -39.8% | +5.0% | -44.8% | -40.9% |
| 6M | +6.4% | -3.5% | +10.0% | +7.4% |
| YTD | -11.9% | +4.5% | -16.4% | -12.7% |
| 1Y | -6.2% | +67.8% | -73.9% | -18.4% |
| 3Y | +125.7% | +196.7% | -71.0% | +63.3% |
| 5Y | +296.0% | +151.9% | +144.1% | +190.9% |
| All | +265.9% | +120.0% | +146.0% | +191.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling