+135.8%
IONQ vs ED
+48.1%
+87.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.9% | -11.5% | -9.7% |
| 7D | -16.7% | +5.2% | -21.8% | -12.5% |
| 30D | -38.9% | +15.5% | -54.5% | -29.9% |
| 3M | -33.8% | +13.0% | -46.8% | -25.3% |
| 6M | -44.9% | +13.1% | -58.0% | -36.8% |
| YTD | -41.1% | +25.3% | -66.4% | -26.9% |
| 1Y | -52.3% | +30.5% | -82.8% | -38.9% |
| All | +135.8% | +48.1% | +87.7% | +175.7% |
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