-37.4%
IONQ vs BUD
+32.7%
-70.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -3.4% |
| 7D | +15.3% | +0.5% | +14.8% | +15.6% |
| 30D | -6.1% | +7.4% | -13.5% | -4.4% |
| 3M | -21.6% | +4.3% | -25.9% | -20.4% |
| 6M | -40.1% | +5.3% | -45.4% | -39.4% |
| YTD | -24.1% | +33.2% | -57.3% | -4.5% |
| 1Y | -37.4% | +31.8% | -69.2% | -22.0% |
| All | -37.4% | +32.7% | -70.1% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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