+9.4%
IONQ vs PLTU
+103.5%
-94.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +7.1% | +16.3% | +21.0% |
| 7D | +8.6% | -25.3% | +33.9% | +19.9% |
| 30D | -21.1% | -34.5% | +13.4% | -9.5% |
| 3M | -17.9% | -3.4% | -14.5% | -19.0% |
| 6M | -37.9% | +12.4% | -50.4% | -46.8% |
| YTD | -27.3% | -45.1% | +17.8% | -22.6% |
| 1Y | -43.2% | -45.7% | +2.5% | -40.0% |
| All | +9.4% | +103.5% | -94.2% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling