-36.2%
IONQ vs EMR
+32.0%
-68.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.4% | +3.9% | +3.5% |
| 7D | +25.5% | +2.1% | +23.3% | +23.1% |
| 30D | -11.4% | +4.8% | -16.2% | -15.2% |
| 3M | -20.5% | +7.5% | -27.9% | -26.0% |
| 6M | -28.2% | +20.9% | -49.1% | -41.6% |
| YTD | -21.2% | +29.2% | -50.4% | -41.8% |
| All | -36.2% | +32.0% | -68.2% | -55.7% |
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