-13.3%
IONQ vs EFA
+19.4%
-32.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.1% | -4.6% | -3.3% |
| 7D | +1.3% | -0.5% | +1.8% | +2.5% |
| 30D | -10.3% | -1.3% | -9.0% | -7.1% |
| 3M | -32.7% | +5.2% | -37.9% | -38.3% |
| 6M | +6.3% | +9.4% | -3.0% | -6.7% |
| YTD | -15.0% | +12.7% | -27.7% | -28.8% |
| 1Y | -13.3% | +19.3% | -32.6% | -33.2% |
| All | -13.3% | +19.4% | -32.7% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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