-44.7%
IONQ vs SEI
+18.6%
-63.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -16.9% | +15.4% | +6.1% |
| 7D | -8.9% | -16.4% | +7.5% | -2.2% |
| 30D | -31.3% | -22.9% | -8.4% | -24.4% |
| 3M | -29.2% | -0.3% | -28.9% | -32.8% |
| 6M | -35.4% | -22.3% | -13.1% | -31.4% |
| YTD | -34.2% | +26.2% | -60.3% | -49.2% |
| 1Y | -44.7% | +8.2% | -52.9% | -53.2% |
| All | -44.7% | +18.6% | -63.2% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling