+228.2%
IONQ vs SPGI
+31.5%
+196.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.2% |
| 7D | +16.7% | +1.6% | +15.1% | +15.8% |
| 30D | -12.3% | +16.1% | -28.4% | -19.1% |
| 3M | -17.7% | +15.5% | -33.2% | -24.5% |
| 6M | -28.9% | +19.6% | -48.6% | -37.9% |
| YTD | -22.0% | -3.6% | -18.4% | -20.5% |
| 1Y | -36.8% | +2.2% | -39.0% | -39.5% |
| 3Y | +228.2% | +30.1% | +198.1% | +100.6% |
| All | +228.2% | +31.5% | +196.7% | +100.6% |
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