-1.3%
IONQ vs BTI
+3.8%
-5.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.2% |
| 7D | +7.1% | -1.4% | +8.5% | +6.5% |
| 30D | -8.9% | -7.0% | -1.9% | -11.2% |
| 3M | -35.6% | -6.3% | -29.2% | -36.9% |
| 6M | +13.3% | -2.0% | +15.2% | +13.5% |
| YTD | -9.8% | +0.2% | -10.0% | -6.2% |
| 1Y | -1.3% | +3.8% | -5.1% | +21.7% |
| All | -1.3% | +3.8% | -5.1% | +21.7% |
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