+91.9%
IONQ vs SAP
+72.8%
+19.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | +0.3% |
| 7D | +16.7% | +1.5% | +15.2% | +13.8% |
| 30D | -12.3% | +8.8% | -21.1% | -20.0% |
| 3M | -17.7% | +12.1% | -29.8% | -27.3% |
| 6M | -28.9% | +34.6% | -63.5% | -50.1% |
| YTD | -22.0% | -2.1% | -19.9% | -25.2% |
| 1Y | -36.8% | -5.5% | -31.3% | -36.6% |
| 3Y | +228.2% | +67.4% | +160.8% | +57.7% |
| 5Y | +91.9% | +74.6% | +17.4% | +3.3% |
| All | +91.9% | +72.8% | +19.1% | +3.3% |
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