+214.7%
IONQ vs SAP
+72.5%
+142.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.7% | +6.6% | +7.3% |
| 7D | +25.5% | +1.6% | +23.8% | +23.1% |
| 30D | -11.4% | +10.5% | -21.9% | -17.8% |
| 3M | -20.5% | +15.2% | -35.6% | -28.3% |
| 6M | -28.2% | +36.7% | -64.9% | -44.3% |
| YTD | -21.2% | -0.6% | -20.7% | -20.5% |
| 1Y | -40.4% | -4.1% | -36.2% | -37.3% |
| 3Y | +214.7% | +73.2% | +141.4% | +115.6% |
| All | +214.7% | +72.5% | +142.2% | +115.6% |
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