-44.7%
IONQ vs BMY
+45.9%
-90.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.0% | -5.5% | -1.3% |
| 7D | -8.9% | +6.0% | -14.9% | -8.7% |
| 30D | -31.3% | +9.1% | -40.4% | -30.9% |
| 3M | -29.2% | -2.6% | -26.6% | -29.1% |
| 6M | -35.4% | +13.1% | -48.6% | -33.6% |
| YTD | -34.2% | +23.0% | -57.2% | -34.3% |
| 1Y | -44.7% | +45.6% | -90.2% | -49.9% |
| All | -44.7% | +45.9% | -90.5% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling