-36.2%
IONQ vs PM
+31.5%
-67.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.4% | +10.7% | +7.0% |
| 7D | +25.5% | -7.3% | +32.7% | +21.0% |
| 30D | -11.4% | -4.0% | -7.4% | -12.4% |
| 3M | -20.5% | +2.7% | -23.2% | -18.5% |
| 6M | -28.2% | +14.9% | -43.1% | -24.4% |
| YTD | -21.2% | +23.5% | -44.8% | -12.7% |
| All | -36.2% | +31.5% | -67.6% | -25.4% |
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