-6.2%
IONQ vs SW
+1.0%
-7.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | +0.8% | -5.1% | +5.9% | +1.8% |
| 30D | -1.0% | -4.6% | +3.6% | -0.1% |
| 3M | -39.8% | +9.4% | -49.2% | -40.6% |
| 6M | +6.4% | +3.5% | +2.9% | +1.9% |
| YTD | -11.9% | +22.0% | -34.0% | -13.6% |
| 1Y | -6.2% | +2.2% | -8.4% | -25.4% |
| All | -6.2% | +1.0% | -7.2% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling