+194.6%
IONQ vs IBIT
+51.2%
+143.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.6% |
| 7D | +15.3% | -6.8% | +22.1% | +21.3% |
| 30D | -6.1% | -9.9% | +3.8% | +1.4% |
| 3M | -21.6% | +17.5% | -39.1% | -30.7% |
| 6M | -40.1% | -9.1% | -31.0% | -36.3% |
| YTD | -24.1% | -14.9% | -9.2% | -15.6% |
| 1Y | -37.4% | -27.6% | -9.8% | -22.5% |
| All | +194.6% | +51.2% | +143.5% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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