+227.2%
IONQ vs PH
+276.2%
-49.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.2% | +4.1% | +4.4% |
| 7D | +25.5% | +3.0% | +22.4% | +22.9% |
| 30D | -11.4% | -0.6% | -10.8% | -10.8% |
| 3M | -20.5% | -10.7% | -9.7% | -11.7% |
| 6M | -28.2% | +9.1% | -37.3% | -35.1% |
| YTD | -21.2% | +9.5% | -30.7% | -30.6% |
| 1Y | -40.4% | +14.0% | -54.4% | -49.6% |
| 3Y | +214.7% | +138.9% | +75.8% | +32.1% |
| 5Y | +56.9% | +209.1% | -152.3% | -50.7% |
| All | +227.2% | +276.2% | -49.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling