-44.8%
IONQ vs SU
+7.3%
-52.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +0.5% | -9.9% | -9.3% |
| 7D | +16.8% | +0.3% | +16.4% | +17.0% |
| 30D | -11.1% | -7.9% | -3.3% | -12.4% |
| 3M | -31.7% | +9.2% | -40.9% | -29.8% |
| 6M | -44.8% | +5.5% | -50.2% | -38.9% |
| All | -44.8% | +7.3% | -52.0% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling