+37.2%
IONQ vs PRU
+38.4%
-1.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -3.3% | -7.2% | -7.2% |
| 7D | -16.7% | +4.8% | -21.5% | -20.8% |
| 30D | -38.9% | +7.9% | -46.8% | -43.8% |
| 3M | -33.8% | +3.1% | -36.9% | -36.4% |
| 6M | -44.9% | +25.2% | -70.2% | -57.3% |
| YTD | -41.1% | +12.7% | -53.8% | -49.0% |
| 1Y | -52.3% | +23.5% | -75.8% | -62.7% |
| 3Y | +128.2% | +50.6% | +77.6% | +46.7% |
| 5Y | +37.2% | +40.9% | -3.7% | -6.4% |
| All | +37.2% | +38.4% | -1.3% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling