+227.2%
IONQ vs FXI
-16.3%
+243.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.2% | +8.9% |
| 7D | +25.5% | +4.4% | +21.1% | +21.5% |
| 30D | -11.4% | +1.2% | -12.6% | -12.3% |
| 3M | -20.5% | -4.2% | -16.3% | -18.5% |
| 6M | -28.2% | -6.2% | -22.0% | -25.3% |
| YTD | -21.2% | -8.8% | -12.4% | -16.0% |
| 1Y | -40.4% | -11.6% | -28.8% | -35.1% |
| 3Y | +214.7% | +45.1% | +169.6% | +139.7% |
| 5Y | +56.9% | -1.2% | +58.1% | +54.9% |
| All | +227.2% | -16.3% | +243.5% | +218.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling