+93.4%
SMH vs IONQ
-7.9%
+101.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +1.2% |
| 7D | +4.3% | +1.3% | +3.0% | +4.0% |
| 30D | +0.9% | -10.3% | +11.2% | +2.7% |
| 3M | -2.8% | -32.7% | +29.9% | +2.9% |
| 6M | +45.6% | +6.3% | +39.3% | +44.7% |
| YTD | +59.5% | -15.0% | +74.5% | +61.1% |
| 1Y | +93.4% | -13.3% | +106.8% | +100.8% |
| All | +93.4% | -7.9% | +101.3% | +100.8% |
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