-39.1%
IONQ vs SEI
+28.9%
-68.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.5% | -8.9% | -9.2% |
| 7D | +16.8% | +27.6% | -10.8% | +4.2% |
| 30D | -11.1% | -17.1% | +6.0% | -5.2% |
| 3M | -31.7% | +4.6% | -36.3% | -36.5% |
| 6M | -44.8% | -15.1% | -29.7% | -43.9% |
| YTD | -31.2% | +41.2% | -72.4% | -50.1% |
| 1Y | -39.1% | +37.5% | -76.7% | -57.4% |
| All | -39.1% | +28.9% | -68.1% | -57.4% |
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