+56.9%
IONQ vs PAAS
+76.1%
-19.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.9% | +5.4% | +7.0% |
| 7D | +25.5% | +8.8% | +16.6% | +20.6% |
| 30D | -11.4% | -8.5% | -3.0% | -7.6% |
| 3M | -20.5% | -17.0% | -3.4% | -14.1% |
| 6M | -28.2% | -27.9% | -0.3% | -17.1% |
| YTD | -21.2% | -17.5% | -3.8% | -14.9% |
| 1Y | -40.4% | +22.8% | -63.2% | -46.0% |
| 3Y | +214.7% | +224.2% | -9.5% | +62.7% |
| 5Y | +56.9% | +73.6% | -16.8% | +51.4% |
| All | +56.9% | +76.1% | -19.2% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling