+76.9%
IONQ vs BUD
+49.9%
+27.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.0% |
| 7D | +15.3% | +0.5% | +14.8% | +15.0% |
| 30D | -6.1% | +7.4% | -13.5% | -8.8% |
| 3M | -21.6% | +4.3% | -25.9% | -23.2% |
| 6M | -40.1% | +5.3% | -45.4% | -42.1% |
| YTD | -24.1% | +33.2% | -57.3% | -33.5% |
| 1Y | -37.4% | +31.8% | -69.2% | -45.2% |
| 3Y | +219.5% | +47.8% | +171.7% | +160.4% |
| 5Y | +76.9% | +50.2% | +26.8% | +26.4% |
| All | +76.9% | +49.9% | +27.0% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling