-43.2%
IONQ vs PM
+38.0%
-81.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.2% | +22.5% |
| 7D | +8.6% | -5.2% | +13.8% | +5.9% |
| 30D | -21.1% | +2.7% | -23.8% | -19.4% |
| 3M | -17.9% | +6.1% | -24.0% | -14.6% |
| 6M | -37.9% | +18.0% | -56.0% | -33.8% |
| YTD | -27.3% | +26.6% | -53.9% | -18.8% |
| 1Y | -43.2% | +36.7% | -79.9% | -31.7% |
| All | -43.2% | +38.0% | -81.2% | -31.7% |
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