+227.2%
IONQ vs SEI
+822.9%
-595.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.4% | 0.0% | +5.1% |
| 7D | +25.5% | -4.3% | +29.7% | +27.3% |
| 30D | -11.4% | -18.0% | +6.6% | -5.7% |
| 3M | -20.5% | +8.2% | -28.7% | -24.9% |
| 6M | -28.2% | -13.9% | -14.4% | -26.6% |
| YTD | -21.2% | +37.0% | -58.3% | -33.5% |
| 1Y | -40.4% | +24.5% | -64.9% | -47.8% |
| 3Y | +214.7% | +681.1% | -466.4% | +41.2% |
| 5Y | +56.9% | +787.5% | -730.6% | -33.3% |
| All | +227.2% | +822.9% | -595.6% | +25.4% |
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 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