+304.7%
IONQ vs ET
+235.7%
+69.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +7.1% | +0.4% | +6.7% | +6.7% |
| 30D | -8.9% | +6.9% | -15.8% | -14.7% |
| 3M | -35.6% | +13.1% | -48.6% | -43.6% |
| 6M | +13.3% | +18.7% | -5.4% | -6.9% |
| YTD | -9.8% | +37.4% | -47.3% | -36.3% |
| 1Y | -1.3% | +34.8% | -36.1% | -29.0% |
| 3Y | +109.3% | +96.8% | +12.5% | +11.9% |
| 5Y | +304.7% | +238.2% | +66.5% | +54.8% |
| All | +304.7% | +235.7% | +69.0% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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