+215.4%
IONQ vs BIL
+20.1%
+195.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +15.3% | +0.1% | +15.2% | +15.0% |
| 30D | -6.1% | +0.3% | -6.4% | -6.7% |
| 3M | -21.6% | +0.9% | -22.5% | -22.5% |
| 6M | -40.1% | +1.9% | -42.0% | -41.1% |
| YTD | -24.1% | +3.1% | -27.2% | -27.5% |
| 1Y | -37.4% | +3.7% | -41.1% | -40.8% |
| 3Y | +219.5% | +13.8% | +205.7% | +298.0% |
| 5Y | +76.9% | +20.2% | +56.7% | +152.3% |
| All | +215.4% | +20.1% | +195.2% | +333.2% |
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