+173.5%
IONQ vs SW
+16.3%
+157.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.1% | -5.6% | -2.9% |
| 7D | -8.9% | +12.1% | -21.0% | -12.7% |
| 30D | -31.3% | +6.6% | -37.8% | -32.9% |
| 3M | -29.2% | -6.0% | -23.2% | -27.7% |
| 6M | -35.4% | +21.5% | -56.9% | -40.2% |
| YTD | -34.2% | +20.3% | -54.5% | -39.7% |
| 1Y | -44.7% | +28.1% | -72.8% | -50.6% |
| 3Y | +155.1% | +51.6% | +103.5% | +114.1% |
| 5Y | +79.8% | -0.1% | +79.9% | +63.9% |
| All | +173.5% | +16.3% | +157.2% | +144.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling