+191.0%
IONQ vs ESI
+67.9%
+123.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.9% | +21.5% | +21.8% |
| 7D | +8.6% | -8.5% | +17.1% | +17.5% |
| 30D | -21.1% | -15.7% | -5.4% | -8.9% |
| 3M | -17.9% | -18.2% | +0.4% | -3.2% |
| 6M | -37.9% | -28.8% | -9.1% | -18.3% |
| YTD | -27.3% | +26.3% | -53.6% | -46.3% |
| 1Y | -43.2% | +18.2% | -61.4% | -55.1% |
| 3Y | +191.0% | +68.1% | +122.9% | +44.6% |
| All | +191.0% | +67.9% | +123.1% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling