+76.9%
IONQ vs SPGI
+14.7%
+62.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -3.0% |
| 7D | +15.3% | -1.4% | +16.7% | +16.9% |
| 30D | -6.1% | +15.3% | -21.4% | -18.9% |
| 3M | -21.6% | +16.5% | -38.1% | -34.2% |
| 6M | -40.1% | +19.8% | -60.0% | -53.6% |
| YTD | -24.1% | -3.2% | -20.9% | -26.3% |
| 1Y | -37.4% | +1.8% | -39.2% | -43.7% |
| 3Y | +219.5% | +30.6% | +188.9% | +88.5% |
| 5Y | +76.9% | +16.0% | +60.9% | +41.6% |
| All | +76.9% | +14.7% | +62.2% | +41.6% |
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 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