+265.9%
IONQ vs SPMO
+199.3%
+66.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | -1.8% |
| 7D | +0.8% | +2.0% | -1.2% | -2.9% |
| 30D | -1.0% | -0.4% | -0.7% | +0.4% |
| 3M | -39.8% | -1.9% | -37.9% | -37.3% |
| 6M | +6.4% | +25.0% | -18.6% | -30.6% |
| YTD | -11.9% | +26.0% | -37.9% | -43.2% |
| 1Y | -6.2% | +28.7% | -34.8% | -40.4% |
| 3Y | +125.7% | +160.9% | -35.2% | -54.8% |
| 5Y | +296.0% | +147.9% | +148.1% | -9.1% |
| All | +265.9% | +199.3% | +66.7% | -32.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling