+108.3%
IONQ vs P
+158.6%
-50.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.5% |
| 7D | +0.8% | +6.5% | -5.7% | -2.6% |
| 30D | -1.0% | +18.8% | -19.9% | -11.7% |
| 3M | -39.8% | +26.7% | -66.6% | -48.0% |
| 6M | +6.4% | +62.2% | -55.7% | -20.6% |
| YTD | -11.9% | +48.5% | -60.4% | -32.7% |
| 1Y | -6.2% | +26.4% | -32.5% | -25.2% |
| All | +108.3% | +158.6% | -50.3% | +28.3% |
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