+228.2%
IONQ vs SIRI
-22.6%
+250.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.4% |
| 7D | +16.7% | +5.5% | +11.1% | +13.5% |
| 30D | -12.3% | +22.6% | -34.9% | -20.3% |
| 3M | -17.7% | +12.9% | -30.7% | -22.7% |
| 6M | -28.9% | +22.3% | -51.2% | -35.8% |
| YTD | -22.0% | +67.8% | -89.8% | -40.0% |
| 1Y | -36.8% | +54.6% | -91.4% | -49.3% |
| 3Y | +228.2% | -21.4% | +249.6% | +254.5% |
| All | +228.2% | -22.6% | +250.8% | +254.5% |
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