-44.7%
IONQ vs BEN
+56.2%
-100.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -6.5% |
| 7D | -8.9% | +6.7% | -15.7% | -15.4% |
| 30D | -31.3% | +3.0% | -34.3% | -33.5% |
| 3M | -29.2% | -4.3% | -24.8% | -26.0% |
| 6M | -35.4% | +16.4% | -51.8% | -43.9% |
| YTD | -34.2% | +46.8% | -80.9% | -53.9% |
| 1Y | -44.7% | +57.3% | -102.0% | -63.4% |
| All | -44.7% | +56.2% | -100.9% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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