-36.4%
IONQ vs EQH
+27.1%
-63.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.3% | -7.1% |
| 7D | -11.5% | +6.5% | -18.0% | -15.7% |
| 30D | -8.1% | +6.1% | -14.2% | -11.9% |
| 3M | -35.8% | +6.2% | -42.0% | -38.8% |
| 6M | -47.7% | +38.1% | -85.8% | -62.2% |
| YTD | -35.6% | +20.2% | -55.8% | -49.2% |
| 1Y | -36.4% | +27.6% | -64.0% | -51.3% |
| All | -36.4% | +27.1% | -63.4% | -51.3% |
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