+45.7%
IONQ vs PH
+203.8%
-158.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | 0.0% | -6.4% | -6.4% |
| 7D | -11.5% | +4.3% | -15.8% | -15.0% |
| 30D | -8.1% | +0.1% | -8.2% | -8.2% |
| 3M | -35.8% | -9.4% | -26.4% | -29.2% |
| 6M | -47.7% | +8.8% | -56.5% | -53.0% |
| YTD | -35.6% | +9.6% | -45.3% | -44.3% |
| 1Y | -36.4% | +14.4% | -50.8% | -47.6% |
| 3Y | +150.0% | +134.5% | +15.5% | -6.5% |
| All | +45.7% | +203.8% | -158.1% | -60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling