+52.8%
IONQ vs ES
+1.4%
+51.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.9% | +26.3% | +23.9% |
| 7D | +8.6% | +1.9% | +6.7% | +7.9% |
| 30D | -21.1% | +7.1% | -28.1% | -22.5% |
| 3M | -17.9% | -1.9% | -15.9% | -17.8% |
| 6M | -37.9% | +4.4% | -42.3% | -39.2% |
| YTD | -27.3% | +7.3% | -34.6% | -29.4% |
| 1Y | -43.2% | +2.1% | -45.3% | -44.3% |
| 3Y | +191.0% | +41.8% | +149.1% | +158.8% |
| All | +52.8% | +1.4% | +51.4% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling