-36.8%
IONQ vs ESI
+18.3%
-55.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +16.7% | -6.6% | +23.3% | +22.5% |
| 30D | -12.3% | -9.8% | -2.5% | -5.9% |
| 3M | -17.7% | -11.9% | -5.8% | -10.5% |
| 6M | -28.9% | -25.1% | -3.9% | -15.2% |
| YTD | -22.0% | +31.9% | -53.9% | -40.0% |
| 1Y | -36.8% | +19.2% | -56.0% | -45.7% |
| All | -36.8% | +18.3% | -55.1% | -45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling