+93.8%
IONQ vs BLK
+64.8%
+29.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.1% | -3.6% | -3.2% |
| 7D | +1.3% | -2.7% | +4.0% | +4.7% |
| 30D | -10.3% | -4.8% | -5.6% | -5.1% |
| 3M | -32.7% | +6.5% | -39.2% | -39.2% |
| 6M | +6.3% | +13.1% | -6.8% | -10.6% |
| YTD | -15.0% | +1.8% | -16.8% | -19.7% |
| 1Y | -13.3% | -1.0% | -12.3% | -14.9% |
| All | +93.8% | +64.8% | +29.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 3y: compounded portfolio wealth divided by compounded BLK 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…
3y analysis · Full analysis span regression · 6 months rolling