-3.7%
IONQ vs PLTD
-77.5%
+73.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -4.9% |
| 7D | -11.5% | -4.8% | -6.7% | -14.0% |
| 30D | -8.1% | +16.9% | -24.9% | +4.9% |
| 3M | -35.8% | +2.6% | -38.4% | -31.8% |
| 6M | -47.7% | -36.2% | -11.5% | -56.9% |
| YTD | -35.6% | -19.4% | -16.2% | -32.5% |
| 1Y | -36.4% | -22.5% | -13.9% | -33.8% |
| All | -3.7% | -77.5% | +73.8% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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