-37.4%
IONQ vs PM
+30.8%
-68.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.7% | -2.1% |
| 7D | +15.3% | -7.1% | +22.4% | +11.3% |
| 30D | -6.1% | -2.8% | -3.3% | -6.5% |
| 3M | -21.6% | +6.3% | -27.9% | -18.4% |
| 6M | -40.1% | +9.6% | -49.8% | -36.6% |
| YTD | -24.1% | +25.6% | -49.7% | -15.1% |
| 1Y | -37.4% | +29.7% | -67.1% | -26.9% |
| All | -37.4% | +30.8% | -68.2% | -26.9% |
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