+126.0%
IONQ vs BEN
+57.6%
+68.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | -1.9% |
| 7D | +0.8% | +0.2% | +0.6% | +0.6% |
| 30D | -1.0% | -0.5% | -0.5% | -0.6% |
| 3M | -39.8% | +9.7% | -49.5% | -44.3% |
| 6M | +6.4% | +33.9% | -27.5% | -17.0% |
| YTD | -11.9% | +49.0% | -60.9% | -37.6% |
| 1Y | -6.2% | +42.1% | -48.3% | -30.9% |
| All | +126.0% | +57.6% | +68.4% | +60.6% |
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