+202.0%
IONQ vs BIL
+19.3%
+182.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.2% |
| 7D | +8.6% | -0.3% | +8.9% | +10.1% |
| 30D | -21.1% | 0.0% | -21.1% | -20.3% |
| 3M | -17.9% | +0.3% | -18.2% | -17.2% |
| 6M | -37.9% | +1.2% | -39.2% | -37.8% |
| YTD | -27.3% | +2.5% | -29.8% | -29.2% |
| 1Y | -43.2% | +3.0% | -46.2% | -45.3% |
| 3Y | +191.0% | +13.2% | +177.8% | +273.5% |
| 5Y | +69.3% | +19.4% | +49.8% | +145.6% |
| All | +202.0% | +19.3% | +182.7% | +322.6% |
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