+278.7%
IONQ vs SOFI
+13.2%
+265.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.8% | -2.0% | -3.1% |
| 7D | +1.3% | -2.9% | +4.2% | +3.5% |
| 30D | -10.3% | -4.4% | -6.0% | -7.3% |
| 3M | -32.7% | +5.2% | -37.9% | -35.0% |
| 6M | +6.3% | -7.8% | +14.1% | +13.4% |
| YTD | -15.0% | -33.8% | +18.8% | +13.5% |
| 1Y | -13.3% | -33.3% | +20.0% | +12.7% |
| 3Y | +97.2% | +102.7% | -5.5% | +21.0% |
| 5Y | +278.7% | +10.5% | +268.3% | +185.8% |
| All | +278.7% | +13.2% | +265.6% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SOFI 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling