-47.7%
IONQ vs EQH
+40.9%
-88.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.3% | -6.8% |
| 7D | -11.5% | +6.5% | -18.0% | -13.6% |
| 30D | -8.1% | +6.1% | -14.2% | -9.3% |
| 3M | -35.8% | +6.2% | -42.0% | -36.8% |
| 6M | -47.7% | +38.1% | -85.8% | -53.9% |
| All | -47.7% | +40.9% | -88.7% | -53.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling