-36.4%
IONQ vs PRU
+20.9%
-57.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -7.0% |
| 7D | -11.5% | +3.6% | -15.1% | -13.3% |
| 30D | -8.1% | +8.9% | -16.9% | -13.8% |
| 3M | -35.8% | +0.2% | -36.0% | -35.9% |
| 6M | -47.7% | +23.7% | -71.5% | -57.3% |
| YTD | -35.6% | +13.7% | -49.4% | -48.4% |
| 1Y | -36.4% | +20.6% | -57.0% | -47.4% |
| All | -36.4% | +20.9% | -57.3% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling