+265.9%
IONQ vs BLK
+75.1%
+190.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +0.8% | -3.6% | +4.4% | +5.4% |
| 30D | -1.0% | -1.0% | 0.0% | 0.0% |
| 3M | -39.8% | +10.4% | -50.2% | -47.6% |
| 6M | +6.4% | +8.2% | -1.7% | -4.8% |
| YTD | -11.9% | +6.0% | -18.0% | -20.3% |
| 1Y | -6.2% | +3.3% | -9.5% | -12.2% |
| 3Y | +125.7% | +70.3% | +55.4% | +17.7% |
| 5Y | +296.0% | +34.5% | +261.5% | +151.9% |
| All | +265.9% | +75.1% | +190.8% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling