+185.7%
IONQ vs ED
+102.4%
+83.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.1% | -9.5% | -9.3% |
| 7D | +16.8% | -1.7% | +18.5% | +16.0% |
| 30D | -11.1% | +10.7% | -21.8% | -5.8% |
| 3M | -31.7% | +11.6% | -43.4% | -27.2% |
| 6M | -44.8% | +13.5% | -58.3% | -40.2% |
| YTD | -31.2% | +23.1% | -54.4% | -23.0% |
| 1Y | -39.1% | +23.1% | -62.2% | -31.6% |
| 3Y | +189.5% | +47.9% | +141.6% | +233.8% |
| 5Y | +53.2% | +83.9% | -30.7% | +116.6% |
| All | +185.7% | +102.4% | +83.3% | +388.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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