-6.2%
IONQ vs BR
-29.1%
+22.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +0.5% |
| 7D | +0.8% | -5.3% | +6.1% | -0.4% |
| 30D | -1.0% | +6.4% | -7.5% | +0.6% |
| 3M | -39.8% | +13.6% | -53.5% | -36.4% |
| 6M | +6.4% | -6.7% | +13.1% | +7.0% |
| YTD | -11.9% | -21.1% | +9.2% | -22.1% |
| 1Y | -6.2% | -29.6% | +23.4% | -24.2% |
| All | -6.2% | -29.1% | +22.9% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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