+301.9%
IONQ vs SOFI
+17.6%
+284.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +3.2% |
| 7D | +7.1% | +5.6% | +1.5% | +2.9% |
| 30D | -8.9% | -2.0% | -6.9% | -7.5% |
| 3M | -35.6% | +9.2% | -44.7% | -39.4% |
| 6M | +13.3% | -4.7% | +18.0% | +17.9% |
| YTD | -9.8% | -31.2% | +21.4% | +17.1% |
| 1Y | -1.3% | -30.6% | +29.3% | +24.7% |
| 3Y | +109.3% | +110.6% | -1.4% | +24.9% |
| All | +301.9% | +17.6% | +284.3% | +195.0% |
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