+52.8%
IONQ vs EEM
+30.1%
+22.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.2% | +21.2% | +19.2% |
| 7D | +8.6% | -2.8% | +11.4% | +15.6% |
| 30D | -21.1% | -11.9% | -9.2% | +2.0% |
| 3M | -17.9% | -8.8% | -9.1% | -0.8% |
| 6M | -37.9% | -11.6% | -26.3% | -19.8% |
| YTD | -27.3% | +9.0% | -36.3% | -38.6% |
| 1Y | -43.2% | +10.6% | -53.8% | -53.3% |
| 3Y | +191.0% | +64.4% | +126.6% | +10.7% |
| All | +52.8% | +30.1% | +22.7% | +20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling