+294.8%
IONQ vs EMR
+60.6%
+234.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | -0.6% |
| 7D | +0.8% | -1.5% | +2.3% | +2.5% |
| 30D | -1.0% | -5.6% | +4.6% | +5.4% |
| 3M | -39.8% | +7.9% | -47.8% | -45.1% |
| 6M | +6.4% | +6.0% | +0.4% | -1.2% |
| YTD | -11.9% | +16.4% | -28.4% | -25.9% |
| 1Y | -6.2% | +16.6% | -22.8% | -21.4% |
| 3Y | +125.7% | +62.9% | +62.8% | +37.7% |
| All | +294.8% | +60.6% | +234.2% | +119.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling