+191.0%
IONQ vs EMB
+28.2%
+162.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | -0.1% | +8.7% | +9.1% |
| 30D | -21.1% | +1.3% | -22.4% | -24.9% |
| 3M | -17.9% | -2.7% | -15.2% | -7.5% |
| 6M | -37.9% | -2.8% | -35.1% | -28.6% |
| YTD | -27.3% | -1.1% | -26.2% | -21.6% |
| 1Y | -43.2% | 0.0% | -43.2% | -41.2% |
| 3Y | +191.0% | +28.8% | +162.2% | +46.2% |
| All | +191.0% | +28.2% | +162.8% | +46.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling