+108.3%
IONQ vs PENG
+101.4%
+6.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.4% | -5.2% | -1.5% |
| 7D | +0.8% | +4.5% | -3.7% | -1.1% |
| 30D | -1.0% | -7.1% | +6.1% | +2.2% |
| 3M | -39.8% | -27.3% | -12.5% | -33.6% |
| 6M | +6.4% | +169.6% | -163.1% | -34.6% |
| YTD | -11.9% | +164.6% | -176.5% | -45.8% |
| 1Y | -6.2% | +109.5% | -115.6% | -36.8% |
| All | +108.3% | +101.4% | +6.9% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling