+45.7%
IONQ vs SPGI
+15.2%
+30.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.5% | -7.5% |
| 7D | -11.5% | +1.2% | -12.7% | -12.5% |
| 30D | -8.1% | +15.9% | -24.0% | -21.1% |
| 3M | -35.8% | +12.3% | -48.1% | -43.9% |
| 6M | -47.7% | +23.7% | -71.4% | -60.9% |
| YTD | -35.6% | -3.5% | -32.1% | -37.3% |
| 1Y | -36.4% | +0.4% | -36.8% | -41.6% |
| 3Y | +150.0% | +29.9% | +120.1% | +48.4% |
| All | +45.7% | +15.2% | +30.6% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling