-36.2%
IONQ vs SOUN
-72.9%
+36.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.5% | +9.8% | +9.4% |
| 7D | +25.5% | -1.0% | +26.4% | +25.4% |
| 30D | -11.4% | -24.9% | +13.5% | +10.4% |
| 3M | -20.5% | -49.5% | +29.0% | +33.4% |
| 6M | -28.2% | -54.4% | +26.2% | +27.6% |
| YTD | -21.2% | -59.4% | +38.1% | +52.2% |
| All | -36.2% | -72.9% | +36.8% | +91.4% |
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