+265.9%
IONQ vs ED
+82.0%
+183.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +0.6% |
| 7D | +0.8% | -0.2% | +1.0% | +0.7% |
| 30D | -1.0% | -0.1% | -0.9% | -0.9% |
| 3M | -39.8% | +3.9% | -43.7% | -38.2% |
| 6M | +6.4% | -3.0% | +9.5% | +6.6% |
| YTD | -11.9% | +10.7% | -22.6% | -7.1% |
| 1Y | -6.2% | +13.3% | -19.5% | +0.2% |
| 3Y | +125.7% | +34.5% | +91.2% | +146.0% |
| 5Y | +296.0% | +67.1% | +228.8% | +439.7% |
| All | +265.9% | +82.0% | +183.9% | +488.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling