-37.4%
IONQ vs PRU
+20.7%
-58.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -2.5% |
| 7D | +15.3% | -2.8% | +18.1% | +17.5% |
| 30D | -6.1% | +8.5% | -14.6% | -11.7% |
| 3M | -21.6% | +1.7% | -23.3% | -22.7% |
| 6M | -40.1% | +24.8% | -64.9% | -51.3% |
| YTD | -24.1% | +13.3% | -37.4% | -39.2% |
| 1Y | -37.4% | +21.4% | -58.8% | -47.4% |
| All | -37.4% | +20.7% | -58.2% | -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