+149.8%
IONQ vs IBIT
+39.4%
+110.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.5% | -2.9% | -3.9% |
| 7D | -11.5% | -9.2% | -2.3% | -5.0% |
| 30D | -8.1% | -15.8% | +7.7% | +4.5% |
| 3M | -35.8% | +8.5% | -44.3% | -39.8% |
| 6M | -47.7% | -13.7% | -34.0% | -42.1% |
| YTD | -35.6% | -21.6% | -14.1% | -24.0% |
| 1Y | -36.4% | -30.0% | -6.4% | -19.0% |
| All | +149.8% | +39.4% | +110.5% | +146.0% |
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