+265.9%
IONQ vs BIL
+19.3%
+246.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.2% | +1.3% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -1.0% | +0.3% | -1.4% | -1.2% |
| 3M | -39.8% | +0.9% | -40.8% | -40.0% |
| 6M | +6.4% | +1.8% | +4.6% | +4.1% |
| YTD | -11.9% | +2.4% | -14.4% | -15.1% |
| 1Y | -6.2% | +3.7% | -9.9% | -11.5% |
| 3Y | +125.7% | +14.2% | +111.5% | +214.0% |
| 5Y | +296.0% | +19.4% | +276.6% | +468.5% |
| All | +265.9% | +19.3% | +246.6% | +407.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling