+304.7%
IONQ vs SEI
+924.7%
-620.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +16.3% | -13.9% | -4.1% |
| 7D | +7.1% | +28.8% | -21.7% | -3.9% |
| 30D | -8.9% | +10.4% | -19.3% | -13.1% |
| 3M | -35.6% | -11.4% | -24.1% | -33.4% |
| 6M | +13.3% | +31.2% | -17.9% | -0.5% |
| YTD | -9.8% | +39.7% | -49.5% | -23.7% |
| 1Y | -1.3% | +149.0% | -150.3% | -33.4% |
| 3Y | +109.3% | +560.2% | -450.9% | -7.5% |
| 5Y | +304.7% | +955.7% | -651.0% | +44.7% |
| All | +304.7% | +924.7% | -620.0% | +44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling