+167.4%
IONQ vs PAAS
+15.1%
+152.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.2% |
| 7D | -11.5% | -8.9% | -2.6% | -7.8% |
| 30D | -8.1% | -11.4% | +3.3% | -3.3% |
| 3M | -35.8% | -20.4% | -15.4% | -29.7% |
| 6M | -47.7% | -40.7% | -7.0% | -35.7% |
| YTD | -35.6% | -26.9% | -8.7% | -27.1% |
| 1Y | -36.4% | -3.1% | -33.3% | -35.3% |
| 3Y | +150.0% | +199.3% | -49.2% | +53.5% |
| 5Y | +43.3% | +48.3% | -5.0% | +5.9% |
| All | +167.4% | +15.1% | +152.4% | +101.2% |
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