+45.7%
IONQ vs BLK
+42.2%
+3.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.5% | -6.9% | -7.1% |
| 7D | -11.5% | +3.7% | -15.2% | -15.3% |
| 30D | -8.1% | +13.9% | -22.0% | -22.0% |
| 3M | -35.8% | +3.9% | -39.7% | -39.0% |
| 6M | -47.7% | +13.0% | -60.7% | -56.2% |
| YTD | -35.6% | +16.1% | -51.8% | -48.6% |
| 1Y | -36.4% | +16.8% | -53.2% | -49.6% |
| 3Y | +150.0% | +97.7% | +52.4% | -0.5% |
| All | +45.7% | +42.2% | +3.5% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling