+91.9%
IONQ vs SE
-77.3%
+169.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.4% |
| 7D | +16.7% | 0.0% | +16.6% | +16.9% |
| 30D | -12.3% | -19.4% | +7.1% | -4.1% |
| 3M | -17.7% | -33.1% | +15.4% | -3.6% |
| 6M | -28.9% | -11.4% | -17.5% | -27.4% |
| YTD | -22.0% | -39.8% | +17.8% | -6.8% |
| 1Y | -36.8% | -50.5% | +13.7% | -17.6% |
| 3Y | +228.2% | +68.9% | +159.4% | +140.6% |
| 5Y | +91.9% | -77.1% | +169.0% | +198.7% |
| All | +91.9% | -77.3% | +169.3% | +198.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling