-21.9%
IONQ vs BNY
+59.3%
-81.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.3% |
| 7D | -7.0% | -1.3% | -5.7% | -5.7% |
| 30D | -18.7% | -0.2% | -18.5% | -18.7% |
| 3M | -36.6% | +14.9% | -51.6% | -47.3% |
| 6M | +7.2% | +40.0% | -32.8% | -32.3% |
| YTD | -18.1% | +42.0% | -60.1% | -48.6% |
| 1Y | -21.9% | +56.9% | -78.7% | -56.4% |
| All | -21.9% | +59.3% | -81.2% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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