+265.9%
IONQ vs EMB
+7.3%
+258.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.2% |
| 7D | +0.8% | 0.0% | +0.8% | +0.9% |
| 30D | -1.0% | -0.3% | -0.7% | 0.0% |
| 3M | -39.8% | -0.4% | -39.4% | -38.5% |
| 6M | +6.4% | +0.1% | +6.3% | +8.6% |
| YTD | -11.9% | +1.6% | -13.5% | -13.9% |
| 1Y | -6.2% | +5.6% | -11.8% | -17.0% |
| 3Y | +125.7% | +29.8% | +95.9% | +26.5% |
| 5Y | +296.0% | +7.3% | +288.7% | +259.1% |
| All | +265.9% | +7.3% | +258.6% | +218.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling