+52.8%
IONQ vs PODD
-52.5%
+105.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -6.2% | +29.6% | +26.5% |
| 7D | +8.6% | -2.1% | +10.7% | +8.8% |
| 30D | -21.1% | +9.0% | -30.1% | -25.4% |
| 3M | -17.9% | +5.2% | -23.1% | -21.4% |
| 6M | -37.9% | -3.2% | -34.8% | -41.9% |
| YTD | -27.3% | -48.5% | +21.2% | +0.2% |
| 1Y | -43.2% | -54.7% | +11.5% | -14.8% |
| 3Y | +191.0% | -7.8% | +198.8% | +156.5% |
| All | +52.8% | -52.5% | +105.3% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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