+304.7%
IONQ vs ETN
+180.5%
+124.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.7% | -0.3% | -0.3% |
| 7D | +7.1% | +8.0% | -0.9% | -0.9% |
| 30D | -8.9% | -5.9% | -3.0% | -3.1% |
| 3M | -35.6% | +5.0% | -40.5% | -39.4% |
| 6M | +13.3% | +22.4% | -9.1% | -9.0% |
| YTD | -9.8% | +33.6% | -43.4% | -34.1% |
| 1Y | -1.3% | +22.1% | -23.4% | -20.5% |
| 3Y | +109.3% | +85.6% | +23.7% | +12.2% |
| 5Y | +304.7% | +179.2% | +125.5% | +33.0% |
| All | +304.7% | +180.5% | +124.2% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 ETN 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