+278.7%
IONQ vs SU
+360.6%
-81.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.7% | -7.4% | -6.6% |
| 7D | +1.3% | +1.6% | -0.2% | +0.5% |
| 30D | -10.3% | +10.7% | -21.1% | -14.8% |
| 3M | -32.7% | +13.5% | -46.2% | -37.7% |
| 6M | +6.3% | +21.8% | -15.5% | -7.2% |
| YTD | -15.0% | +58.8% | -73.8% | -36.6% |
| 1Y | -13.3% | +72.0% | -85.4% | -38.2% |
| 3Y | +97.2% | +121.7% | -24.5% | +21.7% |
| 5Y | +278.7% | +350.4% | -71.7% | +47.2% |
| All | +278.7% | +360.6% | -81.8% | +47.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling