+109.3%
IONQ vs SU
+117.9%
-8.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.0% |
| 7D | +7.1% | -1.0% | +8.1% | +7.6% |
| 30D | -8.9% | +13.7% | -22.6% | -14.5% |
| 3M | -35.6% | +8.0% | -43.6% | -38.4% |
| 6M | +13.3% | +21.0% | -7.7% | -2.8% |
| YTD | -9.8% | +56.2% | -66.1% | -35.9% |
| 1Y | -1.3% | +72.2% | -73.5% | -34.7% |
| 3Y | +109.3% | +118.1% | -8.8% | +18.2% |
| All | +109.3% | +117.9% | -8.6% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 3y: compounded portfolio wealth divided by compounded SU 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…
3y analysis · Full analysis span regression · 6 months rolling