+144.7%
IONQ vs SE
-62.3%
+207.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -5.7% | -4.8% | -8.3% |
| 7D | -16.7% | -1.2% | -15.5% | -16.2% |
| 30D | -38.9% | -21.7% | -17.3% | -32.9% |
| 3M | -33.8% | -34.2% | +0.4% | -22.7% |
| 6M | -44.9% | -10.5% | -34.5% | -44.0% |
| YTD | -41.1% | -40.7% | -0.4% | -29.9% |
| 1Y | -52.3% | -52.1% | -0.2% | -38.2% |
| 3Y | +128.2% | +68.9% | +59.4% | +72.1% |
| 5Y | +37.2% | -78.9% | +116.0% | +69.9% |
| All | +144.7% | -62.3% | +207.0% | +163.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling