-44.7%
IONQ vs EFX
-7.5%
-37.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.3% |
| 7D | -8.9% | +9.2% | -18.1% | -8.3% |
| 30D | -31.3% | +34.8% | -66.0% | -30.1% |
| 3M | -29.2% | +8.8% | -38.0% | -29.0% |
| 6M | -35.4% | +12.3% | -47.7% | -35.4% |
| YTD | -34.2% | -10.6% | -23.6% | -29.9% |
| 1Y | -44.7% | -6.7% | -37.9% | -40.4% |
| All | -44.7% | -7.5% | -37.1% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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