+191.0%
IONQ vs SEI
+565.5%
-374.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +14.3% | +9.1% | +17.1% |
| 7D | +8.6% | -18.3% | +26.9% | +18.2% |
| 30D | -21.1% | -24.4% | +3.4% | -12.4% |
| 3M | -17.9% | +1.5% | -19.4% | -21.3% |
| 6M | -37.9% | -25.1% | -12.8% | -32.6% |
| YTD | -27.3% | +26.4% | -53.7% | -39.0% |
| 1Y | -43.2% | +8.9% | -52.1% | -49.2% |
| 3Y | +191.0% | +586.7% | -395.7% | +17.6% |
| All | +191.0% | +565.5% | -374.5% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling