-43.2%
IONQ vs BA
-12.5%
-30.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.5% | +22.9% | +23.2% |
| 7D | +8.6% | +1.1% | +7.5% | +8.1% |
| 30D | -21.1% | -7.9% | -13.2% | -18.2% |
| 3M | -17.9% | -25.3% | +7.4% | -2.8% |
| 6M | -37.9% | -24.6% | -13.4% | -27.3% |
| YTD | -27.3% | -20.1% | -7.2% | -19.3% |
| 1Y | -43.2% | -11.8% | -31.4% | -39.3% |
| All | -43.2% | -12.5% | -30.7% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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