+265.9%
IONQ vs BAX
-64.2%
+330.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.0% |
| 7D | +0.8% | -1.1% | +2.0% | +1.1% |
| 30D | -1.0% | -5.5% | +4.4% | +0.3% |
| 3M | -39.8% | +33.5% | -73.4% | -44.4% |
| 6M | +6.4% | +35.9% | -29.4% | -2.6% |
| YTD | -11.9% | +35.4% | -47.3% | -20.2% |
| 1Y | -6.2% | +9.8% | -15.9% | -10.4% |
| 3Y | +125.7% | -32.7% | +158.4% | +146.2% |
| 5Y | +296.0% | -65.6% | +361.5% | +369.3% |
| All | +265.9% | -64.2% | +330.2% | +325.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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