-7.8%
IONQ vs SUNB
+13.4%
-21.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.9% | +2.4% | +5.7% |
| 7D | +25.5% | -2.6% | +28.0% | +26.7% |
| 30D | -11.4% | +8.6% | -20.0% | -13.9% |
| 3M | -20.5% | +1.1% | -21.5% | -20.5% |
| 6M | -28.2% | +13.1% | -41.3% | -30.3% |
| All | -7.8% | +13.4% | -21.3% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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