+53.2%
IONQ vs FXI
-8.4%
+61.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.3% | -8.1% | -8.4% |
| 7D | +16.8% | -4.2% | +20.9% | +20.6% |
| 30D | -11.1% | -2.0% | -9.1% | -9.9% |
| 3M | -31.7% | -5.0% | -26.8% | -29.3% |
| 6M | -44.8% | -9.6% | -35.1% | -40.7% |
| YTD | -31.2% | -11.9% | -19.3% | -24.3% |
| 1Y | -39.1% | -16.7% | -22.5% | -30.2% |
| 3Y | +189.5% | +40.6% | +148.9% | +117.6% |
| 5Y | +53.2% | -9.1% | +62.2% | +224.7% |
| All | +53.2% | -8.4% | +61.6% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling