+265.9%
IONQ vs BUD
+21.0%
+244.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | -1.0% | -5.7% | +4.6% | +1.0% |
| 3M | -39.8% | +3.1% | -42.9% | -41.1% |
| 6M | +6.4% | +7.9% | -1.4% | +2.3% |
| YTD | -11.9% | +27.3% | -39.3% | -21.2% |
| 1Y | -6.2% | +37.8% | -44.0% | -19.8% |
| 3Y | +125.7% | +49.8% | +75.9% | +81.9% |
| 5Y | +296.0% | +43.8% | +252.2% | +203.6% |
| All | +265.9% | +21.0% | +244.9% | +194.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling