+304.7%
IONQ vs BDX
-1.5%
+306.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.1% | +5.5% | +2.9% |
| 7D | +7.1% | -4.3% | +11.4% | +7.8% |
| 30D | -8.9% | +1.3% | -10.2% | -9.1% |
| 3M | -35.6% | +20.2% | -55.8% | -37.8% |
| 6M | +13.3% | +8.6% | +4.7% | +12.1% |
| YTD | -9.8% | +19.0% | -28.8% | -13.6% |
| 1Y | -1.3% | +21.2% | -22.5% | -6.3% |
| 3Y | +109.3% | -9.7% | +119.0% | +119.3% |
| 5Y | +304.7% | -3.4% | +308.1% | +368.5% |
| All | +304.7% | -1.5% | +306.2% | +368.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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