+265.9%
IONQ vs PNC
+101.2%
+164.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | +0.8% | +1.4% | -0.6% | -0.4% |
| 30D | -1.0% | -3.8% | +2.8% | +2.4% |
| 3M | -39.8% | +9.0% | -48.8% | -44.9% |
| 6M | +6.4% | +16.6% | -10.2% | -8.0% |
| YTD | -11.9% | +20.4% | -32.4% | -26.1% |
| 1Y | -6.2% | +22.3% | -28.5% | -22.5% |
| 3Y | +125.7% | +124.5% | +1.2% | +14.7% |
| 5Y | +296.0% | +54.1% | +241.9% | +160.8% |
| All | +265.9% | +101.2% | +164.8% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling