-44.7%
IONQ vs EWZ
+7.8%
-52.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.2% |
| 7D | -8.9% | -4.1% | -4.8% | -7.3% |
| 30D | -31.3% | -25.0% | -6.3% | -23.6% |
| 3M | -29.2% | -10.6% | -18.6% | -30.7% |
| 6M | -35.4% | -16.6% | -18.8% | -32.9% |
| YTD | -34.2% | +2.5% | -36.6% | -40.8% |
| 1Y | -44.7% | +8.1% | -52.7% | -56.4% |
| All | -44.7% | +7.8% | -52.5% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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