+265.3%
IONQ vs BITO
-7.1%
+272.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.5% | -5.6% |
| 7D | +1.3% | +1.1% | +0.3% | +0.6% |
| 30D | -10.3% | +21.8% | -32.1% | -20.9% |
| 3M | -32.7% | +25.0% | -57.7% | -41.4% |
| 6M | +6.3% | +11.3% | -5.0% | +0.2% |
| YTD | -15.0% | -12.7% | -2.3% | -7.6% |
| 1Y | -13.3% | -32.3% | +19.0% | +9.6% |
| 3Y | +97.2% | +150.3% | -53.1% | +17.5% |
| All | +265.3% | -7.1% | +272.4% | +265.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 5y: compounded portfolio wealth divided by compounded BITO 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…
5y analysis · Full analysis span regression · 6 months rolling