-1.3%
IONQ vs EWZ
+36.2%
-37.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +0.7% |
| 7D | +7.1% | +5.6% | +1.5% | +2.2% |
| 30D | -8.9% | +9.3% | -18.2% | -15.8% |
| 3M | -35.6% | +15.7% | -51.3% | -43.4% |
| 6M | +13.3% | +7.4% | +5.8% | +6.8% |
| YTD | -9.8% | +22.7% | -32.5% | -23.7% |
| 1Y | -1.3% | +36.4% | -37.7% | -27.3% |
| All | -1.3% | +36.2% | -37.6% | -27.3% |
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