+45.7%
IONQ vs SOFI
-32.9%
+78.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.3% | -5.1% | -5.4% |
| 7D | -11.5% | -4.9% | -6.6% | -7.8% |
| 30D | -8.1% | +8.4% | -16.5% | -12.9% |
| 3M | -35.8% | -16.3% | -19.5% | -26.4% |
| 6M | -47.7% | +0.7% | -48.5% | -47.6% |
| YTD | -35.6% | -41.1% | +5.5% | -5.3% |
| 1Y | -36.4% | -45.7% | +9.3% | -0.2% |
| 3Y | +150.0% | +119.0% | +31.0% | +44.4% |
| All | +45.7% | -32.9% | +78.6% | +82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling