-39.1%
IONQ vs IEF
-3.1%
-36.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.8% | -8.6% | -7.6% |
| 7D | +16.8% | -1.9% | +18.7% | +21.6% |
| 30D | -11.1% | +1.1% | -12.2% | -14.8% |
| 3M | -31.7% | -1.9% | -29.8% | -27.8% |
| 6M | -44.8% | -2.4% | -42.4% | -40.6% |
| YTD | -31.2% | -3.0% | -28.2% | -20.9% |
| 1Y | -39.1% | -3.1% | -36.0% | -30.4% |
| All | -39.1% | -3.1% | -36.1% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 1y: compounded portfolio wealth divided by compounded IEF 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…
1y analysis · Full analysis span regression · 6 months rolling