+202.0%
IONQ vs SEI
+751.5%
-549.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +14.3% | +9.1% | +17.9% |
| 7D | +8.6% | -18.3% | +26.9% | +17.0% |
| 30D | -21.1% | -24.4% | +3.4% | -13.4% |
| 3M | -17.9% | +1.5% | -19.4% | -20.6% |
| 6M | -37.9% | -25.1% | -12.8% | -33.1% |
| YTD | -27.3% | +26.4% | -53.7% | -36.7% |
| 1Y | -43.2% | +8.9% | -52.1% | -47.9% |
| 3Y | +191.0% | +586.7% | -395.7% | +36.1% |
| 5Y | +69.3% | +717.9% | -648.6% | -25.8% |
| All | +202.0% | +751.5% | -549.5% | +19.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling