+304.7%
IONQ vs BND
-1.5%
+306.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.6% |
| 7D | +7.1% | +0.1% | +7.0% | +6.8% |
| 30D | -8.9% | -0.4% | -8.6% | -8.2% |
| 3M | -35.6% | -0.2% | -35.3% | -35.1% |
| 6M | +13.3% | -1.2% | +14.4% | +17.0% |
| YTD | -9.8% | -0.3% | -9.5% | -8.5% |
| 1Y | -1.3% | +0.4% | -1.7% | -1.5% |
| 3Y | +109.3% | +13.4% | +95.9% | +62.3% |
| 5Y | +304.7% | -1.5% | +306.2% | +247.3% |
| All | +304.7% | -1.5% | +306.2% | +247.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling