-39.1%
IONQ vs BX
-14.9%
-24.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.8% | -6.6% | -7.5% |
| 7D | +16.8% | -1.1% | +17.8% | +17.9% |
| 30D | -11.1% | +8.8% | -20.0% | -16.2% |
| 3M | -31.7% | -18.3% | -13.5% | -21.7% |
| 6M | -44.8% | -1.5% | -43.2% | -44.5% |
| YTD | -31.2% | -19.9% | -11.3% | -19.1% |
| 1Y | -39.1% | -14.5% | -24.6% | -31.5% |
| All | -39.1% | -14.9% | -24.2% | -31.5% |
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