+53.2%
IONQ vs ESI
+40.6%
+12.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.1% | -7.3% | -7.4% |
| 7D | +16.8% | +8.3% | +8.4% | +8.8% |
| 30D | -11.1% | -10.4% | -0.7% | -1.3% |
| 3M | -31.7% | -13.2% | -18.6% | -22.6% |
| 6M | -44.8% | -23.9% | -20.9% | -30.1% |
| YTD | -31.2% | +34.2% | -65.4% | -53.1% |
| 1Y | -39.1% | +22.2% | -61.4% | -54.3% |
| 3Y | +189.5% | +79.2% | +110.3% | +41.2% |
| 5Y | +53.2% | +38.1% | +15.0% | +4.5% |
| All | +53.2% | +40.6% | +12.5% | +4.5% |
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