-40.1%
IONQ vs SPMO
-6.9%
-33.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.7% | -6.3% | -8.6% |
| 7D | +15.3% | +1.8% | +13.5% | +11.8% |
| 30D | -6.1% | -10.0% | +3.9% | +11.4% |
| 3M | -21.6% | -9.4% | -12.2% | -7.4% |
| 6M | -40.1% | -7.7% | -32.4% | -33.2% |
| All | -40.1% | -6.9% | -33.2% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 6mo: compounded portfolio wealth divided by compounded SPMO 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…
6mo analysis · Full analysis span regression · 6 months rolling