+45.7%
IONQ vs SNPS
+30.3%
+15.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.6% | -4.8% | -5.2% |
| 7D | -11.5% | +1.1% | -12.5% | -12.0% |
| 30D | -8.1% | -5.2% | -2.9% | -4.0% |
| 3M | -35.8% | +10.6% | -46.3% | -41.4% |
| 6M | -47.7% | -10.6% | -37.1% | -43.7% |
| YTD | -35.6% | -3.1% | -32.5% | -35.7% |
| 1Y | -36.4% | +15.6% | -51.9% | -44.7% |
| 3Y | +150.0% | -12.9% | +163.0% | +104.4% |
| All | +45.7% | +30.3% | +15.4% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 5y: compounded portfolio wealth divided by compounded SNPS 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…
5y analysis · Full analysis span regression · 6 months rolling