+109.3%
IONQ vs SONY
+41.5%
+67.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.2% | +6.6% | +5.8% |
| 7D | +7.1% | -5.2% | +12.3% | +11.5% |
| 30D | -8.9% | +0.3% | -9.2% | -10.0% |
| 3M | -35.6% | +6.2% | -41.8% | -40.0% |
| 6M | +13.3% | +9.5% | +3.7% | +2.1% |
| YTD | -9.8% | -8.1% | -1.7% | -5.6% |
| 1Y | -1.3% | -17.9% | +16.6% | +12.9% |
| 3Y | +109.3% | +41.5% | +67.8% | +54.5% |
| All | +109.3% | +41.5% | +67.8% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling