+52.8%
IONQ vs BA
-23.0%
+75.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.5% | +22.9% | +23.0% |
| 7D | +8.6% | +1.1% | +7.5% | +7.7% |
| 30D | -21.1% | -7.9% | -13.2% | -17.0% |
| 3M | -17.9% | -25.3% | +7.4% | +1.0% |
| 6M | -37.9% | -24.6% | -13.4% | -24.8% |
| YTD | -27.3% | -20.1% | -7.2% | -16.3% |
| 1Y | -43.2% | -11.8% | -31.4% | -39.8% |
| 3Y | +191.0% | -10.1% | +201.1% | +185.2% |
| All | +52.8% | -23.0% | +75.8% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling