-44.7%
IONQ vs BBWI
+2.4%
-47.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.1% | -5.6% | -2.6% |
| 7D | -8.9% | +8.8% | -17.7% | -11.1% |
| 30D | -31.3% | +34.8% | -66.1% | -36.9% |
| 3M | -29.2% | +12.9% | -42.1% | -31.8% |
| 6M | -35.4% | +29.6% | -65.0% | -41.5% |
| YTD | -34.2% | +20.8% | -54.9% | -39.5% |
| 1Y | -44.7% | +4.1% | -48.7% | -46.4% |
| All | -44.7% | +2.4% | -47.0% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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