+150.0%
IONQ vs SAP
+69.7%
+80.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -6.6% |
| 7D | -11.5% | +0.6% | -12.1% | -11.7% |
| 30D | -8.1% | +6.5% | -14.6% | -12.6% |
| 3M | -35.8% | +12.2% | -48.0% | -41.2% |
| 6M | -47.7% | +46.1% | -93.8% | -61.8% |
| YTD | -35.6% | -1.6% | -34.0% | -34.6% |
| 1Y | -36.4% | -5.1% | -31.3% | -32.8% |
| 3Y | +150.0% | +68.4% | +81.7% | +47.9% |
| All | +150.0% | +69.7% | +80.4% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling