+53.2%
IONQ vs EQT
+167.7%
-114.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.1% |
| 7D | +16.8% | +3.4% | +13.3% | +14.8% |
| 30D | -11.1% | -3.5% | -7.6% | -10.0% |
| 3M | -31.7% | -2.8% | -28.9% | -31.3% |
| 6M | -44.8% | -5.5% | -39.2% | -44.3% |
| YTD | -31.2% | -1.1% | -30.1% | -33.1% |
| 1Y | -39.1% | -12.9% | -26.2% | -37.2% |
| 3Y | +189.5% | +39.5% | +150.0% | +137.0% |
| 5Y | +53.2% | +164.1% | -110.9% | -4.8% |
| All | +53.2% | +167.7% | -114.6% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling