-37.9%
IONQ vs EWZ
-19.3%
-18.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.7% | +22.7% | +23.2% |
| 7D | +8.6% | -1.5% | +10.1% | +9.0% |
| 30D | -21.1% | -24.5% | +3.4% | -16.9% |
| 3M | -17.9% | -10.7% | -7.2% | -21.7% |
| 6M | -37.9% | -19.1% | -18.9% | -27.1% |
| All | -37.9% | -19.3% | -18.6% | -27.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling