+135.8%
IONQ vs SN
+384.9%
-249.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.0% | -9.6% | -9.9% |
| 7D | -16.7% | +3.8% | -20.5% | -18.7% |
| 30D | -38.9% | +17.5% | -56.5% | -44.9% |
| 3M | -33.8% | +19.2% | -53.0% | -41.1% |
| 6M | -44.9% | +84.9% | -129.9% | -64.0% |
| YTD | -41.1% | +94.0% | -135.1% | -63.2% |
| 1Y | -52.3% | +151.3% | -203.6% | -75.4% |
| All | +135.8% | +384.9% | -249.2% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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