+294.8%
IONQ vs SGI
+60.4%
+234.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +0.9% |
| 7D | +0.8% | +8.5% | -7.7% | -5.5% |
| 30D | -1.0% | +0.7% | -1.7% | -2.3% |
| 3M | -39.8% | +0.6% | -40.4% | -41.4% |
| 6M | +6.4% | -17.9% | +24.4% | +21.3% |
| YTD | -11.9% | -21.2% | +9.3% | +3.0% |
| 1Y | -6.2% | -18.9% | +12.7% | +4.9% |
| 3Y | +125.7% | +52.6% | +73.1% | +53.1% |
| All | +294.8% | +60.4% | +234.4% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling