-6.2%
IONQ vs SMR
-76.3%
+70.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | +0.8% | +4.4% | -3.6% | -1.8% |
| 30D | -1.0% | +3.4% | -4.4% | -3.5% |
| 3M | -39.8% | -19.2% | -20.6% | -32.3% |
| 6M | +6.4% | -22.6% | +29.1% | +19.7% |
| YTD | -11.9% | -31.5% | +19.6% | +5.2% |
| 1Y | -6.2% | -73.1% | +66.9% | +59.9% |
| All | -6.2% | -76.3% | +70.1% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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