+224.0%
IONQ vs ESI
+98.5%
+125.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +16.7% | -6.6% | +23.3% | +24.2% |
| 30D | -12.3% | -9.8% | -2.5% | -4.0% |
| 3M | -17.7% | -11.9% | -5.8% | -8.6% |
| 6M | -28.9% | -25.1% | -3.9% | -10.2% |
| YTD | -22.0% | +31.9% | -53.9% | -42.6% |
| 1Y | -36.8% | +19.2% | -56.0% | -49.0% |
| 3Y | +228.2% | +76.2% | +152.1% | +88.3% |
| 5Y | +91.9% | +39.4% | +52.5% | +25.2% |
| All | +224.0% | +98.5% | +125.5% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling