+202.0%
IONQ vs EMB
+5.0%
+197.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | -0.1% | +8.7% | +9.0% |
| 30D | -21.1% | +1.3% | -22.4% | -23.7% |
| 3M | -17.9% | -2.2% | -15.6% | -12.0% |
| 6M | -37.9% | -2.3% | -35.6% | -32.4% |
| YTD | -27.3% | -0.6% | -26.7% | -24.1% |
| 1Y | -43.2% | +0.5% | -43.7% | -42.3% |
| 3Y | +191.0% | +29.4% | +161.6% | +66.7% |
| 5Y | +69.3% | +6.5% | +62.8% | +60.9% |
| All | +202.0% | +5.0% | +197.0% | +180.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling