-44.7%
IONQ vs PHM
+16.2%
-60.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.2% | -8.7% | -2.0% |
| 7D | -8.9% | +13.6% | -22.5% | -10.1% |
| 30D | -31.3% | +19.3% | -50.5% | -32.7% |
| 3M | -29.2% | +3.5% | -32.7% | -29.9% |
| 6M | -35.4% | +18.6% | -54.0% | -37.3% |
| YTD | -34.2% | +16.7% | -50.9% | -36.3% |
| 1Y | -44.7% | +14.6% | -59.3% | -48.4% |
| All | -44.7% | +16.2% | -60.9% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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