+274.7%
IONQ vs IBKR
+510.4%
-235.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.2% | +3.9% |
| 7D | +7.1% | +0.6% | +6.5% | +6.4% |
| 30D | -8.9% | +3.7% | -12.6% | -11.9% |
| 3M | -35.6% | +4.2% | -39.8% | -38.2% |
| 6M | +13.3% | +36.6% | -23.4% | -11.7% |
| YTD | -9.8% | +41.9% | -51.7% | -31.1% |
| 1Y | -1.3% | +49.5% | -50.8% | -26.8% |
| 3Y | +109.3% | +291.3% | -182.1% | -22.4% |
| 5Y | +304.7% | +492.7% | -188.0% | +6.9% |
| All | +274.7% | +510.4% | -235.7% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 all: compounded portfolio wealth divided by compounded IBKR 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…
all analysis · Full analysis span regression · 6 months rolling