+135.8%
IONQ vs P
+166.1%
-30.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -16.4% | +5.9% | -2.1% |
| 7D | -16.7% | -31.9% | +15.2% | +1.1% |
| 30D | -38.9% | -36.5% | -2.4% | -23.6% |
| 3M | -33.8% | +11.6% | -45.4% | -39.7% |
| 6M | -44.9% | +25.2% | -70.1% | -53.3% |
| YTD | -41.1% | +39.4% | -80.5% | -53.7% |
| 1Y | -52.3% | -3.7% | -48.6% | -56.3% |
| All | +135.8% | +166.1% | -30.3% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling