-36.8%
IONQ vs BBWI
-2.2%
-34.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | +16.7% | -4.2% | +20.9% | +18.0% |
| 30D | -12.3% | +24.9% | -37.1% | -17.8% |
| 3M | -17.7% | +13.2% | -30.9% | -21.4% |
| 6M | -28.9% | +12.1% | -41.1% | -32.9% |
| YTD | -22.0% | +11.1% | -33.1% | -26.8% |
| 1Y | -36.8% | +0.7% | -37.5% | -38.8% |
| All | -36.8% | -2.2% | -34.6% | -38.8% |
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