+167.4%
IONQ vs SUI
-5.2%
+172.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.4% | -6.9% |
| 7D | -11.5% | -1.5% | -10.0% | -10.8% |
| 30D | -8.1% | +3.7% | -11.8% | -10.7% |
| 3M | -35.8% | -0.4% | -35.4% | -36.5% |
| 6M | -47.7% | -2.8% | -45.0% | -48.3% |
| YTD | -35.6% | -1.6% | -34.0% | -36.5% |
| 1Y | -36.4% | -2.1% | -34.3% | -37.1% |
| 3Y | +150.0% | +18.5% | +131.6% | +105.2% |
| 5Y | +43.3% | -26.5% | +69.8% | +67.5% |
| All | +167.4% | -5.2% | +172.6% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling