+265.9%
IONQ vs BTG
+18.9%
+247.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.8% |
| 7D | +0.8% | -0.9% | +1.7% | +1.1% |
| 30D | -1.0% | +36.8% | -37.9% | -11.2% |
| 3M | -39.8% | +23.1% | -62.9% | -44.2% |
| 6M | +6.4% | +3.5% | +3.0% | +3.3% |
| YTD | -11.9% | +25.5% | -37.4% | -19.6% |
| 1Y | -6.2% | +40.1% | -46.2% | -18.2% |
| 3Y | +125.7% | +101.1% | +24.6% | +68.6% |
| 5Y | +296.0% | +70.6% | +225.4% | +209.8% |
| All | +265.9% | +18.9% | +247.0% | +219.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling