+265.9%
IONQ vs SRE
+57.1%
+208.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.7% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | -1.0% | -0.7% | -0.3% | -1.5% |
| 3M | -39.8% | -6.3% | -33.5% | -38.5% |
| 6M | +6.4% | -10.7% | +17.1% | +12.2% |
| YTD | -11.9% | -3.5% | -8.5% | -12.1% |
| 1Y | -6.2% | +5.3% | -11.5% | -11.4% |
| 3Y | +125.7% | +31.8% | +93.9% | +92.7% |
| 5Y | +296.0% | +47.4% | +248.6% | +265.0% |
| All | +265.9% | +57.1% | +208.8% | +252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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