-43.2%
IONQ vs IBN
+14.0%
-57.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.2% | +19.2% | +21.4% |
| 7D | +8.6% | +15.1% | -6.5% | +2.8% |
| 30D | -21.1% | +21.6% | -42.7% | -27.5% |
| 3M | -17.9% | +11.2% | -29.1% | -21.3% |
| 6M | -37.9% | +27.8% | -65.7% | -44.8% |
| YTD | -27.3% | +14.7% | -42.0% | -35.0% |
| 1Y | -43.2% | +14.4% | -57.6% | -50.1% |
| All | -43.2% | +14.0% | -57.2% | -50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling