+14.2%
IONQ vs PLTU
+134.3%
-120.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.3% | -6.9% | -4.1% |
| 7D | +15.3% | -0.9% | +16.2% | +15.6% |
| 30D | -6.1% | -34.7% | +28.6% | +7.9% |
| 3M | -21.6% | -10.8% | -10.8% | -20.4% |
| 6M | -40.1% | +24.1% | -64.2% | -50.2% |
| YTD | -24.1% | -36.8% | +12.7% | -23.1% |
| 1Y | -37.4% | -47.0% | +9.6% | -32.4% |
| All | +14.2% | +134.3% | -120.1% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling