+23.8%
IONQ vs ENB
+50.3%
-26.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.4% | -9.2% | -9.5% |
| 7D | -16.7% | -2.4% | -14.3% | -15.1% |
| 30D | -38.9% | +3.4% | -42.3% | -40.7% |
| 3M | -33.8% | -6.1% | -27.7% | -30.9% |
| 6M | -44.9% | -10.0% | -34.9% | -41.4% |
| YTD | -41.1% | +4.7% | -45.7% | -46.7% |
| 1Y | -52.3% | +7.5% | -59.8% | -58.2% |
| 3Y | +128.2% | +69.1% | +59.1% | +17.7% |
| All | +23.8% | +50.3% | -26.5% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling