-36.4%
IONQ vs PM
+32.3%
-68.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.2% | -7.6% | -5.8% |
| 7D | -11.5% | +0.5% | -12.0% | -11.0% |
| 30D | -8.1% | -3.2% | -4.9% | -8.7% |
| 3M | -35.8% | +6.2% | -42.0% | -32.9% |
| 6M | -47.7% | +7.7% | -55.4% | -44.3% |
| YTD | -35.6% | +27.3% | -62.9% | -26.1% |
| 1Y | -36.4% | +32.8% | -69.2% | -22.3% |
| All | -36.4% | +32.3% | -68.7% | -22.3% |
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