-36.8%
IONQ vs EEM
+11.7%
-48.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | +0.3% |
| 7D | +16.7% | -0.9% | +17.5% | +19.3% |
| 30D | -12.3% | -9.3% | -3.0% | +3.9% |
| 3M | -17.7% | -7.1% | -10.7% | -6.4% |
| 6M | -28.9% | -10.4% | -18.6% | -13.8% |
| YTD | -22.0% | +11.3% | -33.3% | -38.7% |
| 1Y | -36.8% | +11.3% | -48.1% | -48.1% |
| All | -36.8% | +11.7% | -48.5% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 1y: compounded portfolio wealth divided by compounded EEM 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…
1y analysis · Full analysis span regression · 6 months rolling