+304.7%
IONQ vs PNR
-17.7%
+322.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.6% | +5.0% | +4.9% |
| 7D | +7.1% | -3.0% | +10.1% | +10.2% |
| 30D | -8.9% | -14.9% | +6.0% | +6.0% |
| 3M | -35.6% | -19.0% | -16.5% | -24.6% |
| 6M | +13.3% | -35.9% | +49.2% | +67.3% |
| YTD | -9.8% | -43.1% | +33.3% | +48.5% |
| 1Y | -1.3% | -46.4% | +45.1% | +72.3% |
| 3Y | +109.3% | -10.8% | +120.1% | +103.2% |
| 5Y | +304.7% | -18.9% | +323.6% | +398.1% |
| All | +304.7% | -17.7% | +322.4% | +398.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 5y: compounded portfolio wealth divided by compounded PNR 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…
5y analysis · Full analysis span regression · 6 months rolling