+173.5%
IONQ vs PENG
+150.5%
+23.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.1% | +7.6% | +2.7% |
| 7D | -8.9% | -20.5% | +11.6% | +0.7% |
| 30D | -31.3% | -20.4% | -10.9% | -25.6% |
| 3M | -29.2% | -16.4% | -12.8% | -26.0% |
| 6M | -35.4% | +49.2% | -84.7% | -52.5% |
| YTD | -34.2% | +147.2% | -181.4% | -62.8% |
| 1Y | -44.7% | +124.7% | -169.3% | -67.4% |
| 3Y | +155.1% | +230.3% | -75.2% | +14.6% |
| 5Y | +79.8% | +71.4% | +8.4% | -1.8% |
| All | +173.5% | +150.5% | +23.1% | +35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling