+202.0%
IONQ vs BEN
+77.8%
+124.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.7% | +18.7% | +19.2% |
| 7D | +8.6% | +6.6% | +2.0% | +3.3% |
| 30D | -21.1% | +3.8% | -24.9% | -22.9% |
| 3M | -17.9% | +0.2% | -18.1% | -17.2% |
| 6M | -37.9% | +10.4% | -48.4% | -42.2% |
| YTD | -27.3% | +46.2% | -73.5% | -46.8% |
| 1Y | -43.2% | +52.3% | -95.5% | -59.9% |
| 3Y | +191.0% | +65.9% | +125.1% | +86.4% |
| 5Y | +69.3% | +20.6% | +48.7% | +27.9% |
| All | +202.0% | +77.8% | +124.3% | +114.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling