-44.7%
IONQ vs EWT
+54.0%
-98.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | 0.0% |
| 7D | -8.9% | -10.9% | +2.0% | +4.6% |
| 30D | -31.3% | -17.7% | -13.5% | -12.6% |
| 3M | -29.2% | -5.0% | -24.2% | -25.2% |
| 6M | -35.4% | +7.4% | -42.8% | -40.8% |
| YTD | -34.2% | +52.8% | -87.0% | -59.9% |
| 1Y | -44.7% | +55.2% | -99.8% | -67.0% |
| All | -44.7% | +54.0% | -98.6% | -67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling