+191.0%
IONQ vs SPGI
+32.5%
+158.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.0% | +24.4% | +23.9% |
| 7D | +8.6% | +0.3% | +8.3% | +8.2% |
| 30D | -21.1% | +18.4% | -39.5% | -28.0% |
| 3M | -17.9% | +15.7% | -33.6% | -24.8% |
| 6M | -37.9% | +17.3% | -55.2% | -45.1% |
| YTD | -27.3% | -4.7% | -22.6% | -25.5% |
| 1Y | -43.2% | +1.8% | -45.0% | -45.7% |
| 3Y | +191.0% | +31.7% | +159.3% | +63.1% |
| All | +191.0% | +32.5% | +158.5% | +63.1% |
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