-36.4%
IONQ vs ES
+2.1%
-38.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.2% | -6.3% |
| 7D | -11.5% | +2.7% | -14.2% | -11.1% |
| 30D | -8.1% | +7.6% | -15.7% | -8.1% |
| 3M | -35.8% | +0.5% | -36.3% | -35.1% |
| 6M | -47.7% | +7.6% | -55.3% | -49.1% |
| YTD | -35.6% | +10.2% | -45.9% | -38.5% |
| 1Y | -36.4% | +1.8% | -38.2% | -35.9% |
| All | -36.4% | +2.1% | -38.5% | -35.9% |
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