+93.8%
IONQ vs XBI
+103.0%
-9.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -3.8% |
| 7D | +1.3% | -3.6% | +5.0% | +6.1% |
| 30D | -10.3% | +0.9% | -11.2% | -11.6% |
| 3M | -32.7% | +21.4% | -54.2% | -47.9% |
| 6M | +6.3% | +25.5% | -19.2% | -20.1% |
| YTD | -15.0% | +30.8% | -45.8% | -39.4% |
| 1Y | -13.3% | +68.6% | -81.9% | -55.1% |
| All | +93.8% | +103.0% | -9.2% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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