+265.9%
IONQ vs EEM
+47.5%
+218.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | -1.9% |
| 7D | +0.8% | +2.3% | -1.5% | -3.1% |
| 30D | -1.0% | +4.5% | -5.6% | -7.8% |
| 3M | -39.8% | -0.1% | -39.7% | -38.8% |
| 6M | +6.4% | +16.9% | -10.5% | -17.4% |
| YTD | -11.9% | +26.2% | -38.1% | -40.6% |
| 1Y | -6.2% | +40.5% | -46.7% | -47.4% |
| 3Y | +125.7% | +86.2% | +39.5% | -18.2% |
| 5Y | +296.0% | +45.5% | +250.5% | +96.1% |
| All | +265.9% | +47.5% | +218.4% | +76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling