-37.4%
IONQ vs SAN
+19.5%
-57.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.3% |
| 7D | +15.3% | +3.4% | +11.9% | +12.8% |
| 30D | -6.1% | -6.3% | +0.2% | -1.9% |
| 3M | -21.6% | -14.1% | -7.5% | -13.3% |
| 6M | -40.1% | +4.2% | -44.3% | -40.7% |
| YTD | -24.1% | +9.0% | -33.1% | -27.0% |
| 1Y | -37.4% | +18.8% | -56.2% | -39.6% |
| All | -37.4% | +19.5% | -57.0% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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