-2.7%
SMCI vs IONQ
-4.1%
+1.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.3% | +4.1% |
| 7D | +6.8% | +0.8% | +6.0% | +6.5% |
| 30D | +30.6% | -1.0% | +31.6% | +31.0% |
| 3M | -15.6% | -39.8% | +24.2% | -1.2% |
| 6M | +21.3% | +6.4% | +14.8% | +20.1% |
| YTD | +35.3% | -11.9% | +47.2% | +37.2% |
| 1Y | -2.7% | -6.2% | +3.4% | +1.3% |
| All | -2.7% | -4.1% | +1.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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