+325.3%
IONQ vs SOUN
-53.6%
+378.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.5% | +9.8% | +8.7% |
| 7D | +25.5% | -1.0% | +26.4% | +25.5% |
| 30D | -11.4% | -24.9% | +13.5% | -4.5% |
| 3M | -20.5% | -49.5% | +29.0% | -5.1% |
| 6M | -28.2% | -54.4% | +26.2% | -12.2% |
| YTD | -21.2% | -59.4% | +38.1% | -0.9% |
| 1Y | -40.4% | -71.4% | +31.0% | -18.3% |
| 3Y | +214.7% | +134.1% | +80.6% | +200.5% |
| All | +325.3% | -53.6% | +378.8% | +308.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling