+253.1%
IONQ vs SIRI
-45.6%
+298.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.4% |
| 7D | +1.3% | -3.9% | +5.2% | +2.9% |
| 30D | -10.3% | -0.8% | -9.5% | -10.1% |
| 3M | -32.7% | +4.3% | -37.0% | -34.2% |
| 6M | +6.3% | +34.1% | -27.7% | -4.7% |
| YTD | -15.0% | +47.3% | -62.3% | -27.5% |
| 1Y | -13.3% | +22.9% | -36.2% | -21.1% |
| 3Y | +97.2% | -24.6% | +121.8% | +103.8% |
| 5Y | +278.7% | -43.2% | +321.9% | +308.9% |
| All | +253.1% | -45.6% | +298.8% | +278.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling