+265.9%
IONQ vs BLDR
+59.5%
+206.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | -0.1% |
| 7D | +0.8% | -2.8% | +3.7% | +2.4% |
| 30D | -1.0% | -13.3% | +12.2% | +6.7% |
| 3M | -39.8% | -12.3% | -27.6% | -37.4% |
| 6M | +6.4% | -31.5% | +37.9% | +27.2% |
| YTD | -11.9% | -36.1% | +24.1% | +7.6% |
| 1Y | -6.2% | -54.1% | +47.9% | +37.8% |
| 3Y | +125.7% | -55.8% | +181.5% | +216.3% |
| 5Y | +296.0% | +20.7% | +275.3% | +208.3% |
| All | +265.9% | +59.5% | +206.4% | +151.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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