+228.2%
IONQ vs ED
+47.3%
+181.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.7% | -0.3% |
| 7D | +16.7% | +2.1% | +14.6% | +19.5% |
| 30D | -12.3% | +12.4% | -24.7% | -1.4% |
| 3M | -17.7% | +13.1% | -30.9% | -6.8% |
| 6M | -28.9% | +14.1% | -43.0% | -18.0% |
| YTD | -22.0% | +23.1% | -45.1% | -4.4% |
| 1Y | -36.8% | +25.4% | -62.3% | -21.1% |
| 3Y | +228.2% | +47.9% | +180.4% | +268.5% |
| All | +228.2% | +47.3% | +181.0% | +268.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling