-6.2%
IONQ vs PM
+16.6%
-22.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.0% | +3.2% | +0.3% |
| 7D | +0.8% | -4.9% | +5.7% | -1.5% |
| 30D | -1.0% | -3.4% | +2.4% | -2.4% |
| 3M | -39.8% | +5.2% | -45.0% | -38.4% |
| 6M | +6.4% | +3.7% | +2.7% | +5.8% |
| YTD | -11.9% | +15.8% | -27.7% | -4.2% |
| 1Y | -6.2% | +17.4% | -23.5% | +8.4% |
| All | -6.2% | +16.6% | -22.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling