+202.0%
IONQ vs PH
+260.9%
-58.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +2.9% | +20.6% | +20.8% |
| 7D | +8.6% | +2.0% | +6.6% | +7.0% |
| 30D | -21.1% | -3.7% | -17.4% | -18.4% |
| 3M | -17.9% | -14.0% | -3.8% | -5.7% |
| 6M | -37.9% | +2.1% | -40.1% | -40.3% |
| YTD | -27.3% | +5.1% | -32.4% | -33.6% |
| 1Y | -43.2% | +10.9% | -54.1% | -50.9% |
| 3Y | +191.0% | +132.9% | +58.0% | +24.8% |
| 5Y | +69.3% | +200.1% | -130.8% | -44.9% |
| All | +202.0% | +260.9% | -58.9% | -8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling