+52.8%
IONQ vs SAP
+70.5%
-17.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.1% | +27.6% | +27.0% |
| 7D | +8.6% | -0.7% | +9.3% | +7.8% |
| 30D | -21.1% | +11.1% | -32.2% | -29.5% |
| 3M | -17.9% | +17.0% | -34.9% | -30.2% |
| 6M | -37.9% | +34.8% | -72.8% | -56.7% |
| YTD | -27.3% | -2.2% | -25.1% | -30.3% |
| 1Y | -43.2% | -6.4% | -36.8% | -42.5% |
| 3Y | +191.0% | +75.1% | +115.8% | +29.6% |
| All | +52.8% | +70.5% | -17.7% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling