+185.7%
IONQ vs PAAS
+15.7%
+170.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -4.1% | -5.3% | -7.7% |
| 7D | +16.8% | -7.0% | +23.8% | +20.7% |
| 30D | -11.1% | -15.3% | +4.1% | -4.6% |
| 3M | -31.7% | -27.7% | -4.0% | -22.4% |
| 6M | -44.8% | -40.5% | -4.3% | -32.1% |
| YTD | -31.2% | -26.5% | -4.7% | -22.4% |
| 1Y | -39.1% | -0.8% | -38.4% | -38.7% |
| 3Y | +189.5% | +196.9% | -7.4% | +78.1% |
| 5Y | +53.2% | +49.2% | +4.0% | +12.9% |
| All | +185.7% | +15.7% | +170.0% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling