+194.9%
IONQ vs BWA
+65.2%
+129.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.7% |
| 7D | +15.3% | +1.7% | +13.6% | +14.6% |
| 30D | -6.1% | -14.6% | +8.5% | +3.7% |
| 3M | -21.6% | -26.2% | +4.6% | -5.7% |
| 6M | -40.1% | -18.4% | -21.7% | -30.9% |
| YTD | -24.1% | +14.7% | -38.8% | -30.7% |
| 1Y | -37.4% | +13.3% | -50.8% | -42.4% |
| All | +194.9% | +65.2% | +129.7% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling