+76.9%
IONQ vs PH
+215.8%
-138.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.5% |
| 7D | +15.3% | +6.9% | +8.4% | +8.6% |
| 30D | -6.1% | +1.7% | -7.8% | -7.7% |
| 3M | -21.6% | -8.1% | -13.4% | -14.8% |
| 6M | -40.1% | +11.5% | -51.6% | -47.6% |
| YTD | -24.1% | +11.4% | -35.5% | -35.4% |
| 1Y | -37.4% | +14.1% | -51.5% | -48.2% |
| 3Y | +219.5% | +138.2% | +81.3% | +17.2% |
| 5Y | +76.9% | +216.0% | -139.1% | -52.8% |
| All | +76.9% | +215.8% | -138.9% | -52.8% |
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