+227.2%
IONQ vs BIL
+19.7%
+207.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.2% |
| 7D | +25.5% | +0.1% | +25.4% | +24.9% |
| 30D | -11.4% | 0.0% | -11.4% | -10.4% |
| 3M | -20.5% | +0.6% | -21.1% | -20.0% |
| 6M | -28.2% | +1.5% | -29.7% | -28.2% |
| YTD | -21.2% | +2.8% | -24.0% | -23.5% |
| 1Y | -40.4% | +3.3% | -43.7% | -42.6% |
| 3Y | +214.7% | +13.4% | +201.3% | +299.5% |
| 5Y | +56.9% | +19.8% | +37.0% | +127.1% |
| All | +227.2% | +19.7% | +207.5% | +357.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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