-44.7%
IONQ vs SGI
-10.7%
-33.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.8% | -8.3% | -4.9% |
| 7D | -8.9% | +12.1% | -21.0% | -14.5% |
| 30D | -31.3% | +12.1% | -43.3% | -35.5% |
| 3M | -29.2% | +0.4% | -29.6% | -29.7% |
| 6M | -35.4% | -4.0% | -31.4% | -34.7% |
| YTD | -34.2% | -21.2% | -12.9% | -26.4% |
| 1Y | -44.7% | -12.1% | -32.6% | -40.6% |
| All | -44.7% | -10.7% | -33.9% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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