+294.8%
IONQ vs PODD
-51.3%
+346.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +2.4% |
| 7D | +0.8% | +1.6% | -0.8% | -0.1% |
| 30D | -1.0% | +10.7% | -11.7% | -6.6% |
| 3M | -39.8% | +0.7% | -40.5% | -43.2% |
| 6M | +6.4% | -39.3% | +45.7% | +34.0% |
| YTD | -11.9% | -48.1% | +36.2% | +22.5% |
| 1Y | -6.2% | -57.4% | +51.3% | +47.6% |
| 3Y | +125.7% | -23.3% | +149.0% | +128.4% |
| All | +294.8% | -51.3% | +346.1% | +574.2% |
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