-43.2%
IONQ vs SIMO
+67.0%
-110.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.2% | +19.3% | +22.3% |
| 7D | +8.6% | -22.0% | +30.6% | +15.8% |
| 30D | -21.1% | -43.0% | +22.0% | -9.7% |
| 3M | -17.9% | -39.1% | +21.3% | -8.6% |
| 6M | -37.9% | -33.3% | -4.7% | -31.6% |
| YTD | -27.3% | +77.0% | -104.3% | -41.8% |
| 1Y | -43.2% | +73.0% | -116.2% | -52.7% |
| All | -43.2% | +67.0% | -110.2% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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