+265.9%
IONQ vs PLD
+61.1%
+204.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.9% |
| 7D | +0.8% | -2.4% | +3.2% | +2.9% |
| 30D | -1.0% | -2.4% | +1.4% | +1.2% |
| 3M | -39.8% | -3.8% | -36.0% | -38.9% |
| 6M | +6.4% | 0.0% | +6.4% | +5.1% |
| YTD | -11.9% | +9.2% | -21.2% | -19.9% |
| 1Y | -6.2% | +25.9% | -32.1% | -26.0% |
| 3Y | +125.7% | +21.3% | +104.4% | +82.6% |
| 5Y | +296.0% | +14.1% | +281.9% | +247.5% |
| All | +265.9% | +61.1% | +204.8% | +185.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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