+126.0%
IONQ vs IBN
+34.1%
+91.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.7% |
| 7D | +0.8% | +1.4% | -0.6% | 0.0% |
| 30D | -1.0% | -0.3% | -0.7% | -0.9% |
| 3M | -39.8% | +17.1% | -56.9% | -45.2% |
| 6M | +6.4% | +3.4% | +3.0% | +4.0% |
| YTD | -11.9% | +2.5% | -14.5% | -14.0% |
| 1Y | -6.2% | -4.2% | -2.0% | -5.2% |
| All | +126.0% | +34.1% | +91.9% | +70.6% |
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