-37.4%
IONQ vs BEN
+68.9%
-106.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +15.3% | +7.2% | +8.1% | +6.4% |
| 30D | -6.1% | +14.1% | -20.2% | -19.2% |
| 3M | -21.6% | +9.9% | -31.5% | -29.8% |
| 6M | -40.1% | +17.4% | -57.5% | -49.7% |
| YTD | -24.1% | +57.3% | -81.4% | -54.9% |
| 1Y | -37.4% | +66.9% | -104.4% | -66.1% |
| All | -37.4% | +68.9% | -106.3% | -66.1% |
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 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