+224.0%
IONQ vs IBN
+147.6%
+76.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.9% |
| 7D | +16.7% | +15.8% | +0.9% | +5.1% |
| 30D | -12.3% | +25.1% | -37.3% | -25.6% |
| 3M | -17.7% | +16.0% | -33.7% | -26.4% |
| 6M | -28.9% | +32.8% | -61.7% | -42.9% |
| YTD | -22.0% | +18.0% | -40.0% | -31.8% |
| 1Y | -36.8% | +15.9% | -52.7% | -44.1% |
| 3Y | +228.2% | +57.6% | +170.6% | +116.6% |
| 5Y | +91.9% | +74.7% | +17.2% | +17.1% |
| All | +224.0% | +147.6% | +76.4% | +89.3% |
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