+108.3%
IONQ vs SGI
+54.7%
+53.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.9% |
| 7D | +0.8% | +8.5% | -7.7% | -5.7% |
| 30D | -1.0% | +0.7% | -1.7% | -2.2% |
| 3M | -39.8% | +0.6% | -40.4% | -41.5% |
| 6M | +6.4% | -17.9% | +24.4% | +22.5% |
| YTD | -11.9% | -21.2% | +9.3% | +4.1% |
| 1Y | -6.2% | -18.9% | +12.7% | +5.6% |
| All | +108.3% | +54.7% | +53.7% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling