+215.4%
IONQ vs SAP
+96.6%
+118.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.8% |
| 7D | +15.3% | -2.5% | +17.8% | +16.7% |
| 30D | -6.1% | +7.5% | -13.6% | -12.9% |
| 3M | -21.6% | +11.6% | -33.2% | -30.1% |
| 6M | -40.1% | +37.6% | -77.8% | -58.0% |
| YTD | -24.1% | -2.0% | -22.1% | -27.4% |
| 1Y | -37.4% | -6.4% | -31.0% | -36.8% |
| 3Y | +219.5% | +67.7% | +151.8% | +68.3% |
| 5Y | +76.9% | +75.7% | +1.2% | -19.6% |
| All | +215.4% | +96.6% | +118.8% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 10y: compounded portfolio wealth divided by compounded SAP 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…
10y analysis · Full analysis span regression · 6 months rolling