+126.0%
IONQ vs SOUN
+186.8%
-60.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.8% | -5.2% | +6.0% | +3.1% |
| 30D | -1.0% | +4.8% | -5.8% | -3.0% |
| 3M | -39.8% | -15.9% | -24.0% | -34.8% |
| 6M | +6.4% | -17.4% | +23.8% | +13.8% |
| YTD | -11.9% | -32.4% | +20.5% | +2.9% |
| 1Y | -6.2% | -49.3% | +43.1% | +22.9% |
| All | +126.0% | +186.8% | -60.9% | +65.6% |
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 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