+6.4%
IONQ vs PBR
+24.8%
-18.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +0.5% |
| 7D | +0.8% | +8.6% | -7.8% | +4.2% |
| 30D | -1.0% | +12.8% | -13.8% | +4.2% |
| 3M | -39.8% | +14.7% | -54.5% | -36.2% |
| 6M | +6.4% | +25.2% | -18.7% | +1.6% |
| All | +6.4% | +24.8% | -18.4% | +1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling