-36.2%
IONQ vs BTI
+16.0%
-52.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.3% | +9.7% | +7.7% |
| 7D | +25.5% | -2.9% | +28.4% | +24.0% |
| 30D | -11.4% | +8.3% | -19.7% | -9.3% |
| 3M | -20.5% | +2.9% | -23.4% | -19.2% |
| 6M | -28.2% | +6.2% | -34.4% | -27.5% |
| YTD | -21.2% | +10.9% | -32.1% | -19.2% |
| All | -36.2% | +16.0% | -52.2% | -37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling