-39.1%
IONQ vs SMR
-82.2%
+43.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -7.8% | -1.6% | -3.9% |
| 7D | +16.8% | +10.3% | +6.5% | +10.3% |
| 30D | -11.1% | -25.7% | +14.6% | +9.4% |
| 3M | -31.7% | -49.7% | +18.0% | +5.0% |
| 6M | -44.8% | -59.8% | +15.1% | -2.6% |
| YTD | -31.2% | -66.0% | +34.8% | +27.2% |
| 1Y | -39.1% | -81.4% | +42.3% | +79.0% |
| All | -39.1% | -82.2% | +43.0% | +79.0% |
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