+274.7%
IONQ vs AEIS
+197.7%
+77.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.8% | -0.4% | +0.2% |
| 7D | +7.1% | +8.1% | -1.0% | +0.8% |
| 30D | -8.9% | -11.1% | +2.2% | -0.7% |
| 3M | -35.6% | -5.6% | -29.9% | -35.7% |
| 6M | +13.3% | -0.6% | +13.9% | +4.3% |
| YTD | -9.8% | +38.0% | -47.8% | -40.8% |
| 1Y | -1.3% | +87.2% | -88.6% | -51.2% |
| 3Y | +109.3% | +179.7% | -70.4% | -26.0% |
| 5Y | +304.7% | +241.7% | +63.0% | +27.2% |
| All | +274.7% | +197.7% | +77.0% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling