+275.0%
IONQ vs PL
+84.9%
+190.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.5% | +1.9% |
| 7D | +0.8% | -9.3% | +10.1% | +5.1% |
| 30D | -1.0% | -18.9% | +17.9% | +9.3% |
| 3M | -39.8% | -58.4% | +18.6% | -10.7% |
| 6M | +6.4% | -30.3% | +36.7% | +17.9% |
| YTD | -11.9% | -8.1% | -3.8% | -14.5% |
| 1Y | -6.2% | +180.5% | -186.6% | -51.3% |
| 3Y | +125.7% | +444.1% | -318.4% | -34.7% |
| 5Y | +296.0% | +83.0% | +213.0% | +52.6% |
| All | +275.0% | +84.9% | +190.1% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 all: compounded portfolio wealth divided by compounded PL 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…
all analysis · Full analysis span regression · 6 months rolling