+281.4%
IONQ vs POET
-7.0%
+288.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.7% | -2.0% | -4.9% |
| 7D | +1.3% | +9.7% | -8.4% | -0.7% |
| 30D | -10.3% | -6.5% | -3.8% | -8.9% |
| 3M | -32.7% | -25.7% | -7.0% | -28.6% |
| 6M | +6.3% | +19.6% | -13.3% | -8.5% |
| YTD | -15.0% | +26.4% | -41.4% | -28.5% |
| 1Y | -13.3% | +50.1% | -63.4% | -31.3% |
| 3Y | +97.2% | +127.9% | -30.7% | +32.0% |
| All | +281.4% | -7.0% | +288.4% | +180.2% |
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