+45.7%
IONQ vs XBI
+19.4%
+26.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -5.8% |
| 7D | -11.5% | -1.1% | -10.4% | -9.8% |
| 30D | -8.1% | +2.6% | -10.7% | -9.7% |
| 3M | -35.8% | -4.0% | -31.8% | -31.8% |
| 6M | -47.7% | +10.9% | -58.7% | -54.4% |
| YTD | -35.6% | +23.6% | -59.2% | -50.8% |
| 1Y | -36.4% | +35.1% | -71.5% | -56.4% |
| 3Y | +150.0% | +125.2% | +24.9% | -10.2% |
| All | +45.7% | +19.4% | +26.4% | +70.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling