+294.8%
IONQ vs ESI
+72.3%
+222.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.7% | -1.4% |
| 7D | +0.8% | +3.3% | -2.5% | -2.1% |
| 30D | -1.0% | -5.9% | +4.8% | +4.6% |
| 3M | -39.8% | -14.1% | -25.7% | -31.7% |
| 6M | +6.4% | +6.6% | -0.1% | -3.8% |
| YTD | -11.9% | +45.0% | -56.9% | -42.3% |
| 1Y | -6.2% | +41.5% | -47.6% | -36.8% |
| 3Y | +125.7% | +78.8% | +46.9% | +18.6% |
| All | +294.8% | +72.3% | +222.5% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling