+45.7%
IONQ vs BEN
+28.2%
+17.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.9% | -6.9% |
| 7D | -11.5% | +6.8% | -18.3% | -17.4% |
| 30D | -8.1% | +18.0% | -26.1% | -22.0% |
| 3M | -35.8% | +7.5% | -43.3% | -39.8% |
| 6M | -47.7% | +14.7% | -62.4% | -54.2% |
| YTD | -35.6% | +56.1% | -91.7% | -59.1% |
| 1Y | -36.4% | +69.6% | -106.0% | -62.9% |
| 3Y | +150.0% | +87.7% | +62.4% | +22.3% |
| All | +45.7% | +28.2% | +17.5% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling