+108.3%
IONQ vs SPGI
+21.8%
+86.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +2.2% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -1.0% | +8.4% | -9.4% | -6.4% |
| 3M | -39.8% | +11.8% | -51.6% | -45.7% |
| 6M | +6.4% | +5.7% | +0.7% | +0.4% |
| YTD | -11.9% | -9.7% | -2.2% | -6.6% |
| 1Y | -6.2% | -12.5% | +6.3% | +1.7% |
| All | +108.3% | +21.8% | +86.6% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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