-44.7%
IONQ vs SSNC
-3.9%
-40.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.2% |
| 7D | -8.9% | -1.1% | -7.8% | -8.8% |
| 30D | -31.3% | +0.6% | -31.9% | -31.7% |
| 3M | -29.2% | -1.5% | -27.7% | -29.4% |
| 6M | -35.4% | +15.8% | -51.2% | -38.4% |
| YTD | -34.2% | -8.0% | -26.2% | -27.7% |
| 1Y | -44.7% | -5.8% | -38.8% | -40.0% |
| All | -44.7% | -3.9% | -40.7% | -40.0% |
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