+108.3%
IONQ vs BA
-4.9%
+113.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.7% |
| 7D | +0.8% | +1.2% | -0.3% | 0.0% |
| 30D | -1.0% | -11.6% | +10.6% | +8.0% |
| 3M | -39.8% | -2.4% | -37.4% | -39.0% |
| 6M | +6.4% | -6.6% | +13.1% | +10.9% |
| YTD | -11.9% | -2.2% | -9.7% | -11.3% |
| 1Y | -6.2% | -8.0% | +1.9% | -2.2% |
| All | +108.3% | -4.9% | +113.2% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling