+265.9%
IONQ vs SE
-44.2%
+310.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | +0.8% | -6.1% | +6.9% | +3.2% |
| 30D | -1.0% | -2.5% | +1.4% | -0.6% |
| 3M | -39.8% | +21.7% | -61.5% | -44.9% |
| 6M | +6.4% | +27.0% | -20.6% | -5.1% |
| YTD | -11.9% | -12.1% | +0.2% | -9.9% |
| 1Y | -6.2% | -40.9% | +34.8% | +12.3% |
| 3Y | +125.7% | +191.0% | -65.3% | +37.0% |
| 5Y | +296.0% | -68.3% | +364.3% | +319.4% |
| All | +265.9% | -44.2% | +310.1% | +239.3% |
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