+241.1%
IONQ vs SOFI
+36.7%
+204.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.0% |
| 7D | -5.6% | -7.0% | +1.4% | -1.7% |
| 30D | -15.2% | -4.3% | -10.9% | -12.9% |
| 3M | -34.9% | +8.4% | -43.4% | -37.4% |
| 6M | +4.9% | -5.9% | +10.8% | +9.7% |
| YTD | -17.9% | -34.3% | +16.4% | +3.5% |
| 1Y | -16.0% | -32.6% | +16.6% | +3.5% |
| 3Y | +90.5% | +101.3% | -10.8% | +41.3% |
| 5Y | +268.4% | +12.6% | +255.8% | +186.2% |
| All | +241.1% | +36.7% | +204.4% | +166.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling