+253.1%
IONQ vs BTI
+117.6%
+135.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.5% | -4.3% | -5.5% |
| 7D | +1.3% | -2.4% | +3.8% | +1.8% |
| 30D | -10.3% | -4.8% | -5.6% | -9.7% |
| 3M | -32.7% | -8.1% | -24.6% | -32.2% |
| 6M | +6.3% | -4.2% | +10.5% | +5.7% |
| YTD | -15.0% | -1.3% | -13.7% | -16.4% |
| 1Y | -13.3% | +2.1% | -15.4% | -15.7% |
| 3Y | +97.2% | +108.9% | -11.7% | +45.5% |
| 5Y | +278.7% | +114.5% | +164.3% | +200.6% |
| All | +253.1% | +117.6% | +135.5% | +182.6% |
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