-37.4%
IONQ vs PHM
+7.9%
-45.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.6% |
| 7D | +15.3% | -4.8% | +20.1% | +15.6% |
| 30D | -6.1% | +16.5% | -22.6% | -8.2% |
| 3M | -21.6% | -2.0% | -19.6% | -22.1% |
| 6M | -40.1% | +12.7% | -52.8% | -41.9% |
| YTD | -24.1% | +11.2% | -35.2% | -26.6% |
| 1Y | -37.4% | +7.7% | -45.2% | -39.9% |
| All | -37.4% | +7.9% | -45.3% | -39.9% |
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