+91.9%
IONQ vs BDX
+24.3%
+67.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | +16.7% | +7.3% | +9.4% | +15.4% |
| 30D | -12.3% | +15.7% | -28.0% | -14.3% |
| 3M | -17.7% | +19.1% | -36.8% | -20.0% |
| 6M | -28.9% | +44.1% | -73.1% | -33.8% |
| YTD | -22.0% | +42.1% | -64.1% | -27.6% |
| 1Y | -36.8% | +52.6% | -89.4% | -42.8% |
| 3Y | +228.2% | +22.6% | +205.7% | +213.2% |
| 5Y | +91.9% | +23.3% | +68.6% | +73.4% |
| All | +91.9% | +24.3% | +67.7% | +73.4% |
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