+359.0%
IONQ vs SOUN
-25.7%
+384.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -5.4% |
| 7D | +1.3% | -4.4% | +5.8% | +2.5% |
| 30D | -10.3% | -13.1% | +2.8% | -7.0% |
| 3M | -32.7% | -7.7% | -25.0% | -31.1% |
| 6M | +6.3% | -21.2% | +27.5% | +12.6% |
| YTD | -15.0% | -35.0% | +20.0% | -5.2% |
| 1Y | -13.3% | -56.4% | +43.0% | +6.5% |
| 3Y | +97.2% | +181.7% | -84.5% | +72.2% |
| All | +359.0% | -25.7% | +384.7% | +290.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling