+215.4%
IONQ vs SONY
+34.1%
+181.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -1.9% |
| 7D | +15.3% | +2.1% | +13.2% | +11.6% |
| 30D | -6.1% | +9.2% | -15.3% | -15.3% |
| 3M | -21.6% | +12.2% | -33.8% | -31.9% |
| 6M | -40.1% | +24.4% | -64.6% | -54.4% |
| YTD | -24.1% | +3.5% | -27.6% | -29.3% |
| 1Y | -37.4% | -9.2% | -28.3% | -33.9% |
| 3Y | +219.5% | +55.6% | +163.9% | +88.4% |
| 5Y | +76.9% | +12.0% | +65.0% | +44.0% |
| All | +215.4% | +34.1% | +181.3% | +142.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling