+304.7%
IONQ vs SYY
+18.1%
+286.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.5% |
| 7D | +7.1% | -2.8% | +9.9% | +8.7% |
| 30D | -8.9% | -5.3% | -3.6% | -6.3% |
| 3M | -35.6% | +5.1% | -40.6% | -37.9% |
| 6M | +13.3% | -5.0% | +18.3% | +14.6% |
| YTD | -9.8% | +10.7% | -20.5% | -17.2% |
| 1Y | -1.3% | +0.7% | -2.0% | -4.2% |
| 3Y | +109.3% | +24.0% | +85.2% | +67.4% |
| 5Y | +304.7% | +19.3% | +285.4% | +251.8% |
| All | +304.7% | +18.1% | +286.6% | +251.8% |
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