+265.9%
IONQ vs ESI
+118.3%
+147.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.7% | -1.2% |
| 7D | +0.8% | +3.3% | -2.5% | -1.9% |
| 30D | -1.0% | -5.9% | +4.8% | +4.3% |
| 3M | -39.8% | -14.1% | -25.7% | -32.1% |
| 6M | +6.4% | +6.6% | -0.1% | -2.6% |
| YTD | -11.9% | +45.0% | -56.9% | -39.9% |
| 1Y | -6.2% | +41.5% | -47.6% | -34.3% |
| 3Y | +125.7% | +78.8% | +46.9% | +28.3% |
| 5Y | +296.0% | +70.9% | +225.1% | +131.0% |
| All | +265.9% | +118.3% | +147.6% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling