+167.2%
IONQ vs IBN
+56.7%
+110.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.0% | -8.4% | -8.9% |
| 7D | +16.8% | +5.7% | +11.0% | +14.1% |
| 30D | -11.1% | +20.5% | -31.6% | -18.6% |
| 3M | -31.7% | +15.2% | -47.0% | -36.2% |
| 6M | -44.8% | +34.5% | -79.3% | -52.4% |
| YTD | -31.2% | +16.4% | -47.6% | -36.6% |
| 1Y | -39.1% | +13.5% | -52.7% | -43.3% |
| All | +167.2% | +56.7% | +110.4% | +95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling