-37.4%
IONQ vs EMB
+0.7%
-38.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -3.1% |
| 7D | +15.3% | -0.4% | +15.7% | +17.8% |
| 30D | -6.1% | +1.5% | -7.6% | -11.9% |
| 3M | -21.6% | -1.6% | -20.0% | -15.1% |
| 6M | -40.1% | -1.5% | -38.6% | -34.1% |
| YTD | -24.1% | -0.1% | -24.0% | -20.6% |
| 1Y | -37.4% | +0.5% | -37.9% | -37.0% |
| All | -37.4% | +0.7% | -38.1% | -37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling