-1.3%
IONQ vs PHM
-13.4%
+12.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.5% | +5.9% | +2.5% |
| 7D | +7.1% | -2.5% | +9.6% | +7.2% |
| 30D | -8.9% | -9.7% | +0.7% | -8.6% |
| 3M | -35.6% | +2.2% | -37.8% | -35.7% |
| 6M | +13.3% | -5.7% | +18.9% | +10.0% |
| YTD | -9.8% | +2.8% | -12.6% | -10.1% |
| 1Y | -1.3% | -14.4% | +13.1% | -6.7% |
| All | -1.3% | -13.4% | +12.1% | -6.7% |
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