-36.4%
IONQ vs P
+23.6%
-60.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.9% | -4.5% | -5.6% |
| 7D | -11.5% | +11.6% | -23.1% | -15.8% |
| 30D | -8.1% | -23.7% | +15.6% | +2.0% |
| 3M | -35.8% | -8.0% | -27.8% | -34.5% |
| 6M | -47.7% | +27.9% | -75.6% | -54.8% |
| YTD | -35.6% | +61.2% | -96.8% | -49.3% |
| 1Y | -36.4% | +28.6% | -65.0% | -48.5% |
| All | -36.4% | +23.6% | -60.0% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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