-21.7%
IONQ vs EQH
+2.4%
-24.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -4.2% |
| 7D | -5.6% | -1.8% | -3.8% | -4.4% |
| 30D | -15.2% | +2.4% | -17.6% | -17.1% |
| 3M | -34.9% | +26.3% | -61.2% | -49.0% |
| 6M | +4.9% | +35.8% | -30.9% | -24.6% |
| YTD | -17.9% | +12.7% | -30.6% | -30.4% |
| All | -21.7% | +2.4% | -24.1% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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