+265.9%
IONQ vs BND
-2.3%
+268.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.2% |
| 7D | +0.8% | -0.1% | +1.0% | +1.2% |
| 30D | -1.0% | -0.4% | -0.7% | -0.2% |
| 3M | -39.8% | -0.6% | -39.2% | -38.8% |
| 6M | +6.4% | -1.4% | +7.9% | +10.6% |
| YTD | -11.9% | -0.2% | -11.7% | -10.7% |
| 1Y | -6.2% | +1.3% | -7.4% | -8.0% |
| 3Y | +125.7% | +13.2% | +112.5% | +74.9% |
| 5Y | +296.0% | -1.6% | +297.6% | +275.7% |
| All | +265.9% | -2.3% | +268.2% | +229.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling