+202.0%
IONQ vs FXI
-15.6%
+217.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | +5.7% | +2.9% | +4.3% |
| 30D | -21.1% | +4.6% | -25.7% | -23.6% |
| 3M | -17.9% | -2.8% | -15.1% | -16.6% |
| 6M | -37.9% | -6.1% | -31.9% | -35.5% |
| YTD | -27.3% | -8.0% | -19.3% | -22.9% |
| 1Y | -43.2% | -11.3% | -31.9% | -38.3% |
| 3Y | +191.0% | +42.6% | +148.4% | +124.4% |
| 5Y | +69.3% | -0.1% | +69.3% | +66.2% |
| All | +202.0% | -15.6% | +217.6% | +192.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling