+202.9%
IONQ vs PH
+137.4%
+65.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.9% |
| 7D | +16.7% | +2.1% | +14.5% | +14.9% |
| 30D | -12.3% | +0.3% | -12.6% | -12.5% |
| 3M | -17.7% | -8.8% | -8.9% | -10.4% |
| 6M | -28.9% | +10.0% | -39.0% | -36.7% |
| YTD | -22.0% | +10.5% | -32.5% | -33.1% |
| 1Y | -36.8% | +15.5% | -52.3% | -48.6% |
| All | +202.9% | +137.4% | +65.6% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling