+265.9%
IONQ vs BIDU
-54.7%
+320.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.1% | -2.8% | -0.4% |
| 7D | +0.8% | +2.4% | -1.6% | -0.2% |
| 30D | -1.0% | -10.5% | +9.4% | +3.5% |
| 3M | -39.8% | -26.2% | -13.6% | -31.6% |
| 6M | +6.4% | -16.4% | +22.8% | +15.2% |
| YTD | -11.9% | -23.9% | +11.9% | -1.7% |
| 1Y | -6.2% | +1.3% | -7.4% | -6.6% |
| 3Y | +125.7% | -32.1% | +157.8% | +152.0% |
| 5Y | +296.0% | -39.0% | +335.0% | +328.0% |
| All | +265.9% | -54.7% | +320.6% | +307.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling