+304.7%
IONQ vs BIDU
-44.5%
+349.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -7.0% | +9.4% | +5.8% |
| 7D | +7.1% | -2.4% | +9.6% | +8.1% |
| 30D | -8.9% | -15.6% | +6.7% | -1.6% |
| 3M | -35.6% | -22.3% | -13.3% | -27.5% |
| 6M | +13.3% | -22.3% | +35.5% | +27.9% |
| YTD | -9.8% | -29.2% | +19.4% | +5.4% |
| 1Y | -1.3% | -14.8% | +13.5% | +5.5% |
| 3Y | +109.3% | -31.8% | +141.0% | +136.7% |
| 5Y | +304.7% | -43.1% | +347.8% | +379.5% |
| All | +304.7% | -44.5% | +349.2% | +379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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