+109.3%
IONQ vs SIRI
-23.5%
+132.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.7% |
| 7D | +7.1% | +4.3% | +2.8% | +4.8% |
| 30D | -8.9% | -2.8% | -6.1% | -7.7% |
| 3M | -35.6% | +5.9% | -41.5% | -37.9% |
| 6M | +13.3% | +31.9% | -18.7% | -0.7% |
| YTD | -9.8% | +48.7% | -58.5% | -26.6% |
| 1Y | -1.3% | +23.2% | -24.5% | -12.4% |
| 3Y | +109.3% | -23.9% | +133.1% | +118.3% |
| All | +109.3% | -23.5% | +132.8% | +118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling