+304.7%
IONQ vs BX
+26.0%
+278.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.6% | +4.0% | +4.0% |
| 7D | +7.1% | -2.0% | +9.1% | +9.1% |
| 30D | -8.9% | -2.3% | -6.6% | -7.6% |
| 3M | -35.6% | +18.5% | -54.1% | -47.0% |
| 6M | +13.3% | +23.7% | -10.5% | -10.8% |
| YTD | -9.8% | -10.4% | +0.5% | -2.3% |
| 1Y | -1.3% | -19.6% | +18.2% | +18.7% |
| 3Y | +109.3% | +30.8% | +78.5% | +59.5% |
| 5Y | +304.7% | +24.3% | +280.4% | +224.7% |
| All | +304.7% | +26.0% | +278.7% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling