+265.9%
IONQ vs BDX
+5.4%
+260.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.5% |
| 7D | +0.8% | -2.5% | +3.3% | +1.2% |
| 30D | -1.0% | +8.3% | -9.3% | -2.1% |
| 3M | -39.8% | +24.4% | -64.2% | -42.0% |
| 6M | +6.4% | +9.2% | -2.7% | +5.7% |
| YTD | -11.9% | +22.7% | -34.6% | -15.6% |
| 1Y | -6.2% | +25.9% | -32.0% | -11.0% |
| 3Y | +125.7% | -10.5% | +136.2% | +136.6% |
| 5Y | +296.0% | +1.9% | +294.1% | +287.0% |
| All | +265.9% | +5.4% | +260.5% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling