+241.1%
IONQ vs EQT
+355.1%
-114.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.6% |
| 7D | -5.6% | -1.2% | -4.4% | -5.2% |
| 30D | -15.2% | +1.1% | -16.3% | -15.6% |
| 3M | -34.9% | +4.8% | -39.7% | -36.5% |
| 6M | +4.9% | -10.6% | +15.5% | +7.8% |
| YTD | -17.9% | +3.4% | -21.3% | -20.6% |
| 1Y | -16.0% | +8.7% | -24.7% | -20.6% |
| 3Y | +90.5% | +35.0% | +55.5% | +66.4% |
| 5Y | +268.4% | +204.2% | +64.2% | +177.0% |
| All | +241.1% | +355.1% | -114.0% | +147.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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