+194.9%
IONQ vs SE
+62.6%
+132.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.7% | +1.0% | -1.3% |
| 7D | +15.3% | -7.7% | +23.0% | +19.0% |
| 30D | -6.1% | -22.8% | +16.7% | +3.1% |
| 3M | -21.6% | -43.7% | +22.1% | -4.1% |
| 6M | -40.1% | -12.8% | -27.3% | -38.6% |
| YTD | -24.1% | -42.0% | +17.9% | -10.3% |
| 1Y | -37.4% | -48.0% | +10.6% | -22.8% |
| All | +194.9% | +62.6% | +132.3% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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