+274.7%
IONQ vs ENB
+122.6%
+152.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.9% |
| 7D | +7.1% | -0.5% | +7.6% | +7.5% |
| 30D | -8.9% | -0.2% | -8.7% | -9.1% |
| 3M | -35.6% | -7.5% | -28.0% | -32.8% |
| 6M | +13.3% | -4.1% | +17.4% | +14.2% |
| YTD | -9.8% | +9.8% | -19.6% | -19.5% |
| 1Y | -1.3% | +8.7% | -10.0% | -11.5% |
| 3Y | +109.3% | +79.0% | +30.3% | +17.2% |
| 5Y | +304.7% | +69.1% | +235.6% | +155.7% |
| All | +274.7% | +122.6% | +152.1% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling