-13.0%
IONQ vs BSX
-58.4%
+45.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.7% | -5.8% |
| 7D | +1.3% | -7.0% | +8.4% | +1.8% |
| 30D | -10.3% | -10.9% | +0.6% | -9.5% |
| 3M | -32.7% | -8.2% | -24.6% | -31.7% |
| 6M | +6.3% | -37.5% | +43.8% | +12.6% |
| YTD | -15.0% | -52.8% | +37.8% | -11.3% |
| All | -13.0% | -58.4% | +45.3% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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