-44.7%
IONQ vs SOUN
-73.4%
+28.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -5.2% |
| 7D | -8.9% | -2.7% | -6.2% | -7.0% |
| 30D | -31.3% | -26.5% | -4.7% | -13.2% |
| 3M | -29.2% | -33.6% | +4.4% | -4.4% |
| 6M | -35.4% | -54.4% | +19.0% | +12.0% |
| YTD | -34.2% | -56.7% | +22.5% | +17.4% |
| 1Y | -44.7% | -71.4% | +26.8% | +35.6% |
| All | -44.7% | -73.4% | +28.7% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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