+967.2%
SMCI vs IONQ
+281.0%
+686.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.8% | +2.5% | -2.0% |
| 7D | +5.2% | +1.3% | +3.9% | +4.9% |
| 30D | +23.7% | -10.3% | +34.1% | +26.9% |
| 3M | -4.2% | -32.7% | +28.5% | +4.3% |
| 6M | +21.7% | +6.3% | +15.4% | +19.8% |
| YTD | +33.0% | -15.0% | +48.0% | +35.3% |
| 1Y | -9.3% | -13.3% | +4.0% | -10.4% |
| 3Y | +38.7% | +97.2% | -58.5% | -1.5% |
| 5Y | +967.2% | +278.7% | +688.4% | +509.1% |
| All | +967.2% | +281.0% | +686.1% | +509.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling