+191.0%
IONQ vs IBN
+51.2%
+139.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.2% | +19.2% | +21.4% |
| 7D | +8.6% | +15.1% | -6.5% | +2.0% |
| 30D | -21.1% | +21.6% | -42.7% | -28.0% |
| 3M | -17.9% | +11.2% | -29.1% | -21.9% |
| 6M | -37.9% | +27.8% | -65.7% | -45.0% |
| YTD | -27.3% | +14.7% | -42.0% | -32.5% |
| 1Y | -43.2% | +14.4% | -57.6% | -47.3% |
| 3Y | +191.0% | +52.1% | +138.9% | +126.4% |
| All | +191.0% | +51.2% | +139.8% | +126.4% |
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