+274.7%
IONQ vs BHP
+119.4%
+155.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.7% | +0.7% | +1.2% |
| 7D | +7.1% | +1.3% | +5.9% | +6.2% |
| 30D | -8.9% | +4.0% | -12.9% | -11.3% |
| 3M | -35.6% | +12.3% | -47.9% | -40.5% |
| 6M | +13.3% | +30.8% | -17.6% | -3.5% |
| YTD | -9.8% | +58.8% | -68.6% | -31.9% |
| 1Y | -1.3% | +76.8% | -78.2% | -30.4% |
| 3Y | +109.3% | +87.5% | +21.8% | +40.2% |
| 5Y | +304.7% | +123.9% | +180.8% | +153.0% |
| All | +274.7% | +119.4% | +155.3% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling