+144.7%
IONQ vs SUI
-2.3%
+147.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.7% | -11.2% | -10.9% |
| 7D | -16.7% | +8.8% | -25.4% | -20.4% |
| 30D | -38.9% | +8.9% | -47.9% | -42.1% |
| 3M | -33.8% | +2.0% | -35.8% | -35.1% |
| 6M | -44.9% | -0.6% | -44.3% | -45.9% |
| YTD | -41.1% | +1.3% | -42.4% | -42.6% |
| 1Y | -52.3% | +1.3% | -53.6% | -53.5% |
| 3Y | +128.2% | +16.3% | +112.0% | +91.6% |
| 5Y | +37.2% | -25.1% | +62.2% | +57.7% |
| All | +144.7% | -2.3% | +147.0% | +178.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling