-36.4%
IONQ vs SONY
-9.8%
-26.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -8.0% | -7.2% |
| 7D | -11.5% | +0.3% | -11.7% | -11.6% |
| 30D | -8.1% | +11.1% | -19.2% | -15.7% |
| 3M | -35.8% | +14.7% | -50.4% | -43.3% |
| 6M | -47.7% | +18.8% | -66.5% | -55.3% |
| YTD | -35.6% | +5.7% | -41.4% | -42.0% |
| 1Y | -36.4% | -8.1% | -28.3% | -28.6% |
| All | -36.4% | -9.8% | -26.6% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling