-43.2%
IONQ vs PENG
+88.9%
-132.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +12.4% | +11.0% | +17.8% |
| 7D | +8.6% | -19.4% | +28.0% | +18.2% |
| 30D | -21.1% | -42.4% | +21.3% | -2.0% |
| 3M | -17.9% | -25.6% | +7.8% | -10.8% |
| 6M | -37.9% | +7.3% | -45.2% | -49.0% |
| YTD | -27.3% | +113.9% | -141.2% | -62.5% |
| 1Y | -43.2% | +93.6% | -136.8% | -69.1% |
| All | -43.2% | +88.9% | -132.1% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 PENG 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