+274.7%
IONQ vs IBN
+109.6%
+165.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +4.3% |
| 7D | +7.1% | -2.2% | +9.3% | +8.7% |
| 30D | -8.9% | -2.3% | -6.6% | -7.5% |
| 3M | -35.6% | +15.9% | -51.4% | -42.7% |
| 6M | +13.3% | +5.6% | +7.7% | +8.4% |
| YTD | -9.8% | -0.1% | -9.7% | -10.7% |
| 1Y | -1.3% | -6.5% | +5.2% | +2.0% |
| 3Y | +109.3% | +29.3% | +80.0% | +61.5% |
| 5Y | +304.7% | +56.6% | +248.1% | +175.2% |
| All | +274.7% | +109.6% | +165.1% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling