+144.7%
IONQ vs SAP
+104.5%
+40.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +1.5% | -12.0% | -11.7% |
| 7D | -16.7% | +4.0% | -20.7% | -19.7% |
| 30D | -38.9% | +15.7% | -54.7% | -46.5% |
| 3M | -33.8% | +23.4% | -57.2% | -45.3% |
| 6M | -44.9% | +41.3% | -86.2% | -62.0% |
| YTD | -41.1% | +2.0% | -43.1% | -45.0% |
| 1Y | -52.3% | -5.1% | -47.2% | -51.8% |
| 3Y | +128.2% | +82.1% | +46.1% | +11.4% |
| 5Y | +37.2% | +77.2% | -40.0% | -38.3% |
| All | +144.7% | +104.5% | +40.2% | -0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling