+53.2%
IONQ vs BN
+36.7%
+16.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.0% | -8.4% | -8.1% |
| 7D | +16.8% | -0.3% | +17.0% | +17.3% |
| 30D | -11.1% | +13.6% | -24.7% | -25.6% |
| 3M | -31.7% | -6.7% | -25.1% | -26.6% |
| 6M | -44.8% | -9.0% | -35.8% | -38.9% |
| YTD | -31.2% | -8.8% | -22.4% | -24.2% |
| 1Y | -39.1% | -10.6% | -28.5% | -30.8% |
| 3Y | +189.5% | +98.8% | +90.7% | +16.1% |
| 5Y | +53.2% | +33.6% | +19.5% | +23.1% |
| All | +53.2% | +36.7% | +16.5% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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