-36.8%
IONQ vs ES
-0.1%
-36.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +16.7% | +0.9% | +15.8% | +16.3% |
| 30D | -12.3% | +5.9% | -18.2% | -12.8% |
| 3M | -17.7% | -1.0% | -16.7% | -17.5% |
| 6M | -28.9% | +7.2% | -36.1% | -32.0% |
| YTD | -22.0% | +7.0% | -29.0% | -25.7% |
| 1Y | -36.8% | +0.5% | -37.3% | -37.5% |
| All | -36.8% | -0.1% | -36.7% | -37.5% |
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