+265.9%
IONQ vs SUI
-5.4%
+271.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | -2.8% | +3.6% | +2.3% |
| 30D | -1.0% | -1.2% | +0.1% | -0.6% |
| 3M | -39.8% | -1.7% | -38.1% | -40.3% |
| 6M | +6.4% | -10.5% | +16.9% | +11.8% |
| YTD | -11.9% | -1.8% | -10.1% | -12.0% |
| 1Y | -6.2% | -4.1% | -2.1% | -5.5% |
| 3Y | +125.7% | +11.3% | +114.4% | +95.4% |
| 5Y | +296.0% | -32.1% | +328.1% | +366.1% |
| All | +265.9% | -5.4% | +271.3% | +327.0% |
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