+227.2%
IONQ vs PINS
-71.1%
+298.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.1% |
| 7D | +25.5% | -6.2% | +31.6% | +29.1% |
| 30D | -11.4% | -10.9% | -0.5% | -6.7% |
| 3M | -20.5% | -19.5% | -0.9% | -13.0% |
| 6M | -28.2% | -10.4% | -17.8% | -26.9% |
| YTD | -21.2% | -26.4% | +5.1% | -13.4% |
| 1Y | -40.4% | -29.6% | -10.7% | -32.7% |
| 3Y | +214.7% | -39.0% | +253.7% | +251.9% |
| 5Y | +56.9% | -59.1% | +116.0% | +76.1% |
| All | +227.2% | -71.1% | +298.3% | +279.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling