+265.9%
IONQ vs SU
+390.9%
-124.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.6% |
| 7D | +0.8% | +3.6% | -2.7% | -0.8% |
| 30D | -1.0% | +7.9% | -8.9% | -4.5% |
| 3M | -39.8% | +3.5% | -43.3% | -41.0% |
| 6M | +6.4% | +19.0% | -12.5% | -4.4% |
| YTD | -11.9% | +55.0% | -66.9% | -30.7% |
| 1Y | -6.2% | +71.2% | -77.4% | -29.7% |
| 3Y | +125.7% | +117.4% | +8.3% | +51.6% |
| 5Y | +296.0% | +335.2% | -39.2% | +115.8% |
| All | +265.9% | +390.9% | -124.9% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling