+91.9%
IONQ vs PENG
+50.3%
+41.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | +0.2% |
| 7D | +16.7% | -16.1% | +32.7% | +26.2% |
| 30D | -12.3% | -41.5% | +29.2% | +11.4% |
| 3M | -17.7% | -19.1% | +1.4% | -13.2% |
| 6M | -28.9% | +0.9% | -29.9% | -37.5% |
| YTD | -22.0% | +128.2% | -150.2% | -56.5% |
| 1Y | -36.8% | +98.6% | -135.4% | -62.1% |
| 3Y | +228.2% | +188.2% | +40.1% | +44.8% |
| 5Y | +91.9% | +55.5% | +36.4% | -9.0% |
| All | +91.9% | +50.3% | +41.6% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling