+108.3%
IONQ vs SPG
+112.6%
-4.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.3% |
| 7D | +0.8% | -2.4% | +3.2% | +3.3% |
| 30D | -1.0% | -6.8% | +5.8% | +6.2% |
| 3M | -39.8% | +2.7% | -42.5% | -43.9% |
| 6M | +6.4% | +5.5% | +1.0% | -3.9% |
| YTD | -11.9% | +15.7% | -27.6% | -29.5% |
| 1Y | -6.2% | +20.9% | -27.0% | -30.3% |
| All | +108.3% | +112.6% | -4.3% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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