+265.9%
IONQ vs BTI
+121.7%
+144.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.5% |
| 7D | +0.8% | -1.4% | +2.2% | +1.0% |
| 30D | -1.0% | -6.6% | +5.6% | +0.1% |
| 3M | -39.8% | -3.0% | -36.8% | -40.2% |
| 6M | +6.4% | -6.7% | +13.1% | +6.8% |
| YTD | -11.9% | +0.6% | -12.5% | -13.6% |
| 1Y | -6.2% | +5.6% | -11.7% | -9.4% |
| 3Y | +125.7% | +110.3% | +15.4% | +66.6% |
| 5Y | +296.0% | +114.3% | +181.7% | +214.0% |
| All | +265.9% | +121.7% | +144.2% | +191.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling