+191.0%
IONQ vs SUI
+15.1%
+175.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.5% | +24.9% | +23.6% |
| 7D | +8.6% | +6.2% | +2.4% | +7.2% |
| 30D | -21.1% | +8.6% | -29.7% | -22.8% |
| 3M | -17.9% | +1.0% | -18.9% | -18.3% |
| 6M | -37.9% | -2.6% | -35.4% | -38.0% |
| YTD | -27.3% | -0.1% | -27.2% | -27.5% |
| 1Y | -43.2% | +0.5% | -43.7% | -43.5% |
| 3Y | +191.0% | +15.3% | +175.7% | +140.6% |
| All | +191.0% | +15.1% | +175.8% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling