+52.8%
IONQ vs BWA
+26.5%
+26.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.7% | +20.7% | +21.6% |
| 7D | +8.6% | -5.5% | +14.1% | +13.3% |
| 30D | -21.1% | -21.7% | +0.6% | -6.6% |
| 3M | -17.9% | -25.6% | +7.7% | +0.6% |
| 6M | -37.9% | -17.4% | -20.5% | -27.9% |
| YTD | -27.3% | +9.2% | -36.5% | -33.3% |
| 1Y | -43.2% | +9.7% | -52.9% | -48.2% |
| 3Y | +191.0% | +54.6% | +136.4% | +95.5% |
| All | +52.8% | +26.5% | +26.3% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling