+93.8%
IONQ vs SOFI
+100.3%
-6.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.8% | -2.0% | -2.7% |
| 7D | +1.3% | -2.9% | +4.2% | +3.8% |
| 30D | -10.3% | -4.4% | -6.0% | -6.9% |
| 3M | -32.7% | +5.2% | -37.9% | -35.6% |
| 6M | +6.3% | -7.8% | +14.1% | +13.6% |
| YTD | -15.0% | -33.8% | +18.8% | +17.0% |
| 1Y | -13.3% | -33.3% | +20.0% | +14.7% |
| All | +93.8% | +100.3% | -6.5% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling