+150.0%
IONQ vs BEN
+86.4%
+63.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.9% | -6.8% |
| 7D | -11.5% | +6.8% | -18.3% | -16.7% |
| 30D | -8.1% | +18.0% | -26.1% | -20.3% |
| 3M | -35.8% | +7.5% | -43.3% | -39.3% |
| 6M | -47.7% | +14.7% | -62.4% | -53.3% |
| YTD | -35.6% | +56.1% | -91.7% | -55.6% |
| 1Y | -36.4% | +69.6% | -106.0% | -59.0% |
| 3Y | +150.0% | +87.7% | +62.4% | +30.0% |
| All | +150.0% | +86.4% | +63.7% | +30.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling