+52.8%
IONQ vs SYY
+7.8%
+45.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.2% | +21.3% | +22.4% |
| 7D | +8.6% | -7.3% | +15.9% | +12.1% |
| 30D | -21.1% | +0.1% | -21.2% | -21.9% |
| 3M | -17.9% | -8.2% | -9.6% | -15.2% |
| 6M | -37.9% | +6.3% | -44.2% | -41.4% |
| YTD | -27.3% | +7.3% | -34.6% | -32.9% |
| 1Y | -43.2% | +8.5% | -51.7% | -48.1% |
| 3Y | +191.0% | +24.9% | +166.1% | +126.8% |
| All | +52.8% | +7.8% | +45.0% | +36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling