+45.7%
IONQ vs ED
+85.1%
-39.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.4% | -7.8% | -5.7% |
| 7D | -11.5% | +2.1% | -13.5% | -10.5% |
| 30D | -8.1% | +10.4% | -18.5% | -3.0% |
| 3M | -35.8% | +12.5% | -48.3% | -31.4% |
| 6M | -47.7% | +14.9% | -62.7% | -43.4% |
| YTD | -35.6% | +24.8% | -60.5% | -28.2% |
| 1Y | -36.4% | +23.8% | -60.2% | -29.0% |
| 3Y | +150.0% | +51.6% | +98.4% | +175.9% |
| All | +45.7% | +85.1% | -39.4% | +125.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling