+191.0%
IONQ vs SOUN
+114.1%
+76.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.5% | +26.9% | +24.9% |
| 7D | +8.6% | -2.6% | +11.2% | +9.5% |
| 30D | -21.1% | -27.0% | +5.9% | -9.5% |
| 3M | -17.9% | -41.9% | +24.1% | +3.9% |
| 6M | -37.9% | -56.1% | +18.2% | -12.5% |
| YTD | -27.3% | -58.8% | +31.5% | +4.8% |
| 1Y | -43.2% | -71.1% | +27.9% | -5.5% |
| 3Y | +191.0% | +130.9% | +60.1% | +144.0% |
| All | +191.0% | +114.1% | +76.9% | +144.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling