+274.7%
IONQ vs SNY
+13.8%
+260.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +2.8% |
| 7D | +7.1% | -2.7% | +9.8% | +7.6% |
| 30D | -8.9% | -0.7% | -8.2% | -8.8% |
| 3M | -35.6% | -1.6% | -33.9% | -35.6% |
| 6M | +13.3% | +2.3% | +11.0% | +12.3% |
| YTD | -9.8% | -6.0% | -3.8% | -9.0% |
| 1Y | -1.3% | -2.7% | +1.3% | -1.5% |
| 3Y | +109.3% | -7.5% | +116.7% | +108.2% |
| 5Y | +304.7% | +6.7% | +298.0% | +265.5% |
| All | +274.7% | +13.8% | +260.9% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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