+224.0%
IONQ vs BTI
+147.5%
+76.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | +16.7% | -0.1% | +16.8% | +16.4% |
| 30D | -12.3% | +9.6% | -21.9% | -13.8% |
| 3M | -17.7% | +8.3% | -26.0% | -19.1% |
| 6M | -28.9% | +7.5% | -36.4% | -30.7% |
| YTD | -22.0% | +12.3% | -34.3% | -25.1% |
| 1Y | -36.8% | +16.2% | -53.0% | -39.9% |
| 3Y | +228.2% | +148.0% | +80.2% | +133.1% |
| 5Y | +91.9% | +153.2% | -61.3% | +48.5% |
| All | +224.0% | +147.5% | +76.5% | +153.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling