+202.0%
IONQ vs BTI
+147.8%
+54.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.5% | +26.9% | +23.8% |
| 7D | +8.6% | -1.0% | +9.6% | +8.5% |
| 30D | -21.1% | +13.0% | -34.1% | -22.8% |
| 3M | -17.9% | +5.3% | -23.2% | -18.8% |
| 6M | -37.9% | +5.3% | -43.3% | -39.1% |
| YTD | -27.3% | +12.4% | -39.7% | -30.1% |
| 1Y | -43.2% | +18.9% | -62.1% | -46.3% |
| 3Y | +191.0% | +144.0% | +46.9% | +107.9% |
| 5Y | +69.3% | +156.3% | -87.0% | +30.9% |
| All | +202.0% | +147.8% | +54.3% | +136.0% |
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