-1.3%
IONQ vs EWT
+92.3%
-93.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +3.2% |
| 7D | +7.1% | +1.6% | +5.5% | +4.8% |
| 30D | -8.9% | +8.2% | -17.1% | -17.8% |
| 3M | -35.6% | +11.1% | -46.6% | -44.1% |
| 6M | +13.3% | +60.4% | -47.2% | -37.3% |
| YTD | -9.8% | +75.6% | -85.4% | -57.9% |
| 1Y | -1.3% | +91.3% | -92.6% | -58.6% |
| All | -1.3% | +92.3% | -93.6% | -58.6% |
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