+45.7%
IONQ vs POET
-40.3%
+86.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.5% | -4.9% | -6.1% |
| 7D | -11.5% | +1.2% | -12.6% | -11.8% |
| 30D | -8.1% | -12.2% | +4.1% | -4.9% |
| 3M | -35.8% | -42.4% | +6.6% | -27.2% |
| 6M | -47.7% | -64.3% | +16.6% | -36.4% |
| YTD | -35.6% | -19.0% | -16.7% | -40.1% |
| 1Y | -36.4% | +9.1% | -45.5% | -44.5% |
| 3Y | +150.0% | +297.7% | -147.6% | +64.0% |
| All | +45.7% | -40.3% | +86.1% | +25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling