-36.2%
IONQ vs SAN
+21.7%
-57.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.1% | +2.2% | +4.6% |
| 7D | +25.5% | +8.7% | +16.7% | +18.6% |
| 30D | -11.4% | -6.5% | -4.9% | -7.3% |
| 3M | -20.5% | -14.2% | -6.3% | -12.0% |
| 6M | -28.2% | +2.7% | -31.0% | -28.5% |
| YTD | -21.2% | +8.9% | -30.1% | -24.1% |
| All | -36.2% | +21.7% | -57.9% | -38.7% |
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