+144.7%
IONQ vs FXI
-15.6%
+160.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +1.0% | -11.5% | -11.2% |
| 7D | -16.7% | +6.9% | -23.6% | -20.6% |
| 30D | -38.9% | +3.5% | -42.4% | -40.4% |
| 3M | -33.8% | -3.2% | -30.6% | -32.6% |
| 6M | -44.9% | -3.5% | -41.4% | -43.7% |
| YTD | -41.1% | -8.1% | -33.0% | -37.5% |
| 1Y | -52.3% | -10.5% | -41.8% | -48.5% |
| 3Y | +128.2% | +43.0% | +85.2% | +75.7% |
| 5Y | +37.2% | -0.1% | +37.2% | +34.7% |
| All | +144.7% | -15.6% | +160.3% | +137.0% |
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