+8.8%
IONQ vs PLTD
-76.4%
+85.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.2% | +26.6% | +21.2% |
| 7D | +8.6% | +13.7% | -5.2% | +20.1% |
| 30D | -21.1% | +18.4% | -39.5% | -9.2% |
| 3M | -17.9% | -7.5% | -10.4% | -18.4% |
| 6M | -37.9% | -31.3% | -6.6% | -46.4% |
| YTD | -27.3% | -15.4% | -11.9% | -21.5% |
| 1Y | -43.2% | -18.4% | -24.8% | -38.7% |
| All | +8.8% | -76.4% | +85.2% | -48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling