-37.4%
IONQ vs ES
+1.2%
-38.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -2.5% |
| 7D | +15.3% | +0.1% | +15.2% | +15.2% |
| 30D | -6.1% | +6.7% | -12.8% | -6.4% |
| 3M | -21.6% | +0.3% | -21.9% | -21.2% |
| 6M | -40.1% | +7.4% | -47.5% | -42.3% |
| YTD | -24.1% | +8.4% | -32.5% | -27.6% |
| 1Y | -37.4% | +0.6% | -38.1% | -37.4% |
| All | -37.4% | +1.2% | -38.6% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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