+144.7%
IONQ vs PRU
+106.6%
+38.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -3.3% | -7.2% | -7.6% |
| 7D | -16.7% | +4.8% | -21.5% | -20.3% |
| 30D | -38.9% | +7.9% | -46.8% | -43.2% |
| 3M | -33.8% | +3.1% | -36.9% | -36.0% |
| 6M | -44.9% | +25.2% | -70.2% | -55.9% |
| YTD | -41.1% | +12.7% | -53.8% | -47.9% |
| 1Y | -52.3% | +23.5% | -75.8% | -61.4% |
| 3Y | +128.2% | +50.6% | +77.6% | +60.0% |
| 5Y | +37.2% | +40.9% | -3.7% | +1.2% |
| All | +144.7% | +106.6% | +38.1% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling