-43.2%
IONQ vs BBWI
-6.0%
-37.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.3% | +26.7% | +24.3% |
| 7D | +8.6% | -6.2% | +14.8% | +10.3% |
| 30D | -21.1% | +19.9% | -41.0% | -25.4% |
| 3M | -17.9% | +7.1% | -25.0% | -20.1% |
| 6M | -37.9% | +13.7% | -51.6% | -41.8% |
| YTD | -27.3% | +9.6% | -36.9% | -31.6% |
| 1Y | -43.2% | -1.6% | -41.6% | -44.6% |
| All | -43.2% | -6.0% | -37.2% | -44.6% |
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