+87.2%
IONQ vs BNY
+286.9%
-199.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.5% | -3.5% |
| 7D | -5.6% | -1.1% | -4.5% | -4.1% |
| 30D | -15.2% | +1.4% | -16.6% | -17.2% |
| 3M | -34.9% | +16.8% | -51.8% | -49.9% |
| 6M | +4.9% | +42.0% | -37.1% | -40.7% |
| YTD | -17.9% | +41.9% | -59.8% | -53.5% |
| 1Y | -16.0% | +59.2% | -75.2% | -60.8% |
| All | +87.2% | +286.9% | -199.7% | -73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling