+265.9%
IONQ vs SNPS
+51.5%
+214.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +5.4% |
| 7D | +0.8% | -11.0% | +11.8% | +10.0% |
| 30D | -1.0% | -1.7% | +0.7% | -0.1% |
| 3M | -39.8% | -20.4% | -19.5% | -28.2% |
| 6M | +6.4% | -8.6% | +15.1% | +13.1% |
| YTD | -11.9% | -16.2% | +4.2% | -0.8% |
| 1Y | -6.2% | -34.6% | +28.4% | +13.2% |
| 3Y | +125.7% | -14.5% | +140.2% | +87.6% |
| 5Y | +296.0% | +17.0% | +279.0% | +141.4% |
| All | +265.9% | +51.5% | +214.4% | +89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling