+227.2%
IONQ vs IBN
+144.6%
+82.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.7% | +7.1% |
| 7D | +25.5% | +14.6% | +10.8% | +13.8% |
| 30D | -11.4% | +23.5% | -34.9% | -24.2% |
| 3M | -20.5% | +14.0% | -34.5% | -27.9% |
| 6M | -28.2% | +31.1% | -59.4% | -41.8% |
| YTD | -21.2% | +16.6% | -37.8% | -30.5% |
| 1Y | -40.4% | +14.9% | -55.3% | -46.9% |
| 3Y | +214.7% | +56.9% | +157.8% | +108.1% |
| 5Y | +56.9% | +69.7% | -12.8% | -2.9% |
| All | +227.2% | +144.6% | +82.7% | +92.9% |
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