-6.2%
IONQ vs SSNC
-3.0%
-3.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.5% |
| 7D | +0.8% | +0.6% | +0.2% | +0.7% |
| 30D | -1.0% | +6.0% | -7.1% | -2.1% |
| 3M | -39.8% | +21.0% | -60.8% | -41.6% |
| 6M | +6.4% | +12.1% | -5.7% | +8.3% |
| YTD | -11.9% | -3.2% | -8.7% | -9.8% |
| 1Y | -6.2% | -4.4% | -1.8% | -3.5% |
| All | -6.2% | -3.0% | -3.2% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 1y: compounded portfolio wealth divided by compounded SSNC 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…
1y analysis · Full analysis span regression · 6 months rolling