+274.7%
IONQ vs BEN
+80.8%
+193.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.6% | +2.6% |
| 7D | +7.1% | +4.7% | +2.4% | +2.9% |
| 30D | -8.9% | +2.6% | -11.5% | -10.9% |
| 3M | -35.6% | +11.5% | -47.1% | -41.2% |
| 6M | +13.3% | +35.3% | -22.1% | -12.0% |
| YTD | -9.8% | +48.6% | -58.4% | -35.6% |
| 1Y | -1.3% | +46.7% | -48.0% | -28.9% |
| 3Y | +109.3% | +57.0% | +52.2% | +39.6% |
| 5Y | +304.7% | +41.8% | +262.9% | +188.1% |
| All | +274.7% | +80.8% | +193.9% | +159.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling