+387.0%
IONQ vs SOUN
-24.7%
+411.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.5% | +4.9% | +3.0% |
| 7D | +7.1% | -4.1% | +11.2% | +8.2% |
| 30D | -8.9% | -18.1% | +9.2% | -4.1% |
| 3M | -35.6% | -12.3% | -23.3% | -33.1% |
| 6M | +13.3% | -18.6% | +31.9% | +19.0% |
| YTD | -9.8% | -34.1% | +24.3% | +0.2% |
| 1Y | -1.3% | -57.0% | +55.7% | +21.5% |
| 3Y | +109.3% | +185.7% | -76.4% | +82.0% |
| All | +387.0% | -24.7% | +411.7% | +313.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling