-43.2%
IONQ vs ES
+1.8%
-45.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.9% | +26.3% | +23.1% |
| 7D | +8.6% | +1.9% | +6.7% | +8.2% |
| 30D | -21.1% | +7.1% | -28.1% | -21.7% |
| 3M | -17.9% | -1.9% | -15.9% | -17.4% |
| 6M | -37.9% | +4.4% | -42.3% | -39.8% |
| YTD | -27.3% | +7.3% | -34.6% | -31.0% |
| 1Y | -43.2% | +2.1% | -45.3% | -44.4% |
| All | -43.2% | +1.8% | -45.0% | -44.4% |
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