-37.4%
IONQ vs EME
+2.7%
-40.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -6.0% | -5.1% |
| 7D | +15.3% | +4.3% | +11.0% | +12.0% |
| 30D | -6.1% | -14.4% | +8.3% | +4.8% |
| 3M | -21.6% | -18.3% | -3.3% | -9.5% |
| 6M | -40.1% | -28.3% | -11.8% | -23.4% |
| YTD | -24.1% | +9.2% | -33.3% | -45.8% |
| 1Y | -37.4% | +4.3% | -41.7% | -48.3% |
| All | -37.4% | +2.7% | -40.1% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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