-36.2%
IONQ vs PHM
+14.7%
-50.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.8% | +8.2% |
| 7D | +25.5% | +3.5% | +22.0% | +25.1% |
| 30D | -11.4% | +21.2% | -32.6% | -13.5% |
| 3M | -20.5% | +2.5% | -22.9% | -21.2% |
| 6M | -28.2% | +16.1% | -44.3% | -30.3% |
| YTD | -21.2% | +16.6% | -37.9% | -24.0% |
| All | -36.2% | +14.7% | -50.9% | -39.0% |
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