+265.9%
IONQ vs SAP
+80.6%
+185.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +2.0% |
| 7D | +0.8% | -2.9% | +3.7% | +3.4% |
| 30D | -1.0% | +9.0% | -10.0% | -8.2% |
| 3M | -39.8% | +14.9% | -54.8% | -48.0% |
| 6M | +6.4% | +11.9% | -5.5% | -8.3% |
| YTD | -11.9% | -9.9% | -2.0% | -7.8% |
| 1Y | -6.2% | -19.5% | +13.4% | +10.6% |
| 3Y | +125.7% | +61.8% | +63.9% | +22.8% |
| 5Y | +296.0% | +56.2% | +239.8% | +97.6% |
| All | +265.9% | +80.6% | +185.3% | +67.6% |
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 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