-36.4%
IONQ vs PH
+13.5%
-49.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.4% |
| 7D | -11.5% | +4.3% | -15.8% | -13.1% |
| 30D | -8.1% | +0.1% | -8.2% | -8.4% |
| 3M | -35.8% | -9.4% | -26.4% | -34.3% |
| 6M | -47.7% | +8.8% | -56.5% | -48.9% |
| YTD | -35.6% | +9.6% | -45.3% | -39.3% |
| 1Y | -36.4% | +14.4% | -50.8% | -40.1% |
| All | -36.4% | +13.5% | -49.8% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling