-44.7%
IONQ vs PEG
-6.2%
-38.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.5% |
| 7D | -8.9% | +1.0% | -9.9% | -9.0% |
| 30D | -31.3% | +6.6% | -37.9% | -31.5% |
| 3M | -29.2% | -3.1% | -26.1% | -28.4% |
| 6M | -35.4% | -7.4% | -28.1% | -34.7% |
| YTD | -34.2% | -6.4% | -27.7% | -35.3% |
| 1Y | -44.7% | -7.4% | -37.2% | -43.8% |
| All | -44.7% | -6.2% | -38.5% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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