-44.7%
IONQ vs BTG
+24.4%
-69.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +8.7% | -10.2% | -5.6% |
| 7D | -8.9% | -0.2% | -8.7% | -9.1% |
| 30D | -31.3% | -0.8% | -30.5% | -31.2% |
| 3M | -29.2% | +31.8% | -61.0% | -39.2% |
| 6M | -35.4% | +20.4% | -55.9% | -42.3% |
| YTD | -34.2% | +14.7% | -48.9% | -43.2% |
| 1Y | -44.7% | +29.4% | -74.0% | -56.9% |
| All | -44.7% | +24.4% | -69.0% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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