-16.0%
IONQ vs PBR
+80.2%
-96.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.6% | -3.3% |
| 7D | -5.6% | +4.2% | -9.8% | -5.3% |
| 30D | -15.2% | +22.7% | -37.9% | -14.1% |
| 3M | -34.9% | +21.5% | -56.5% | -34.3% |
| 6M | +4.9% | +24.0% | -19.1% | -1.4% |
| YTD | -17.9% | +88.2% | -106.1% | -37.5% |
| 1Y | -16.0% | +74.8% | -90.8% | -31.1% |
| All | -16.0% | +80.2% | -96.2% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling