-6.2%
IONQ vs BX
-15.8%
+9.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.1% |
| 7D | +0.8% | -4.4% | +5.2% | +4.0% |
| 30D | -1.0% | +0.1% | -1.1% | -1.5% |
| 3M | -39.8% | +16.0% | -55.8% | -46.5% |
| 6M | +6.4% | +21.6% | -15.2% | -6.7% |
| YTD | -11.9% | -8.9% | -3.0% | -5.0% |
| 1Y | -6.2% | -16.6% | +10.5% | +4.9% |
| All | -6.2% | -15.8% | +9.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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