-44.7%
IONQ vs EMR
+25.6%
-70.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -4.0% |
| 7D | -8.9% | +1.6% | -10.5% | -10.5% |
| 30D | -31.3% | +5.0% | -36.3% | -34.5% |
| 3M | -29.2% | +7.7% | -36.9% | -34.4% |
| 6M | -35.4% | +26.8% | -62.2% | -49.2% |
| YTD | -34.2% | +29.9% | -64.0% | -48.8% |
| 1Y | -44.7% | +25.7% | -70.3% | -55.9% |
| All | -44.7% | +25.6% | -70.3% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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