+150.0%
IONQ vs POET
+294.6%
-144.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -4.9% | -6.0% |
| 7D | -11.5% | +1.2% | -12.6% | -11.8% |
| 30D | -8.1% | -12.2% | +4.1% | -4.6% |
| 3M | -35.8% | -42.4% | +6.6% | -26.2% |
| 6M | -47.7% | -64.3% | +16.6% | -35.2% |
| YTD | -35.6% | -19.0% | -16.7% | -41.3% |
| 1Y | -36.4% | +9.1% | -45.5% | -46.2% |
| 3Y | +150.0% | +297.7% | -147.6% | +56.9% |
| All | +150.0% | +294.6% | -144.6% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 3y: compounded portfolio wealth divided by compounded POET 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…
3y analysis · Full analysis span regression · 6 months rolling