+265.9%
IONQ vs FXI
-13.3%
+279.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.2% |
| 7D | +0.8% | +1.0% | -0.2% | +0.1% |
| 30D | -1.0% | -0.6% | -0.5% | -0.8% |
| 3M | -39.8% | +1.9% | -41.7% | -40.6% |
| 6M | +6.4% | -0.2% | +6.6% | +7.1% |
| YTD | -11.9% | -5.6% | -6.3% | -8.0% |
| 1Y | -6.2% | -4.7% | -1.5% | -2.3% |
| 3Y | +125.7% | +38.0% | +87.7% | +78.7% |
| 5Y | +296.0% | -2.7% | +298.7% | +283.5% |
| All | +265.9% | -13.3% | +279.3% | +248.8% |
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