+191.0%
IONQ vs BND
+14.9%
+176.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.1% | +23.5% | +23.6% |
| 7D | +8.6% | 0.0% | +8.5% | +8.4% |
| 30D | -21.1% | +2.3% | -23.4% | -25.0% |
| 3M | -17.9% | -0.2% | -17.7% | -17.4% |
| 6M | -37.9% | -1.0% | -37.0% | -36.4% |
| YTD | -27.3% | -0.4% | -26.9% | -26.1% |
| 1Y | -43.2% | -0.1% | -43.1% | -42.4% |
| 3Y | +191.0% | +15.1% | +175.9% | +106.3% |
| All | +191.0% | +14.9% | +176.1% | +106.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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