+126.0%
IONQ vs SYY
+26.8%
+99.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.6% |
| 7D | +0.8% | -2.3% | +3.1% | +1.4% |
| 30D | -1.0% | -4.9% | +3.9% | +0.2% |
| 3M | -39.8% | +8.4% | -48.2% | -41.7% |
| 6M | +6.4% | -7.4% | +13.8% | +7.7% |
| YTD | -11.9% | +11.0% | -22.9% | -15.5% |
| 1Y | -6.2% | -0.2% | -5.9% | -7.0% |
| All | +126.0% | +26.8% | +99.2% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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