+182.2%
IONQ vs IBIT
+53.5%
+128.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.8% | +23.7% |
| 7D | +8.6% | -1.1% | +9.7% | +9.7% |
| 30D | -21.1% | -9.2% | -11.9% | -15.1% |
| 3M | -17.9% | +17.5% | -35.4% | -27.3% |
| 6M | -37.9% | -7.2% | -30.8% | -34.7% |
| YTD | -27.3% | -13.6% | -13.7% | -20.0% |
| 1Y | -43.2% | -25.1% | -18.1% | -31.2% |
| All | +182.2% | +53.5% | +128.7% | +159.0% |
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