-1.3%
IONQ vs PFE
+19.4%
-20.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +2.3% |
| 7D | +7.1% | -2.7% | +9.8% | +7.0% |
| 30D | -8.9% | +3.8% | -12.8% | -8.7% |
| 3M | -35.6% | +10.4% | -45.9% | -35.0% |
| 6M | +13.3% | +6.3% | +7.0% | +14.3% |
| YTD | -9.8% | +17.4% | -27.2% | -7.8% |
| 1Y | -1.3% | +21.1% | -22.5% | +3.8% |
| All | -1.3% | +19.4% | -20.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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