+109.3%
IONQ vs PSA
+24.4%
+84.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.5% |
| 7D | +7.1% | -0.4% | +7.5% | +7.4% |
| 30D | -8.9% | -8.2% | -0.8% | -3.6% |
| 3M | -35.6% | -2.1% | -33.4% | -36.0% |
| 6M | +13.3% | -0.2% | +13.5% | +10.7% |
| YTD | -9.8% | +18.5% | -28.3% | -22.8% |
| 1Y | -1.3% | +6.6% | -7.9% | -9.4% |
| 3Y | +109.3% | +24.5% | +84.8% | +35.5% |
| All | +109.3% | +24.4% | +84.9% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 3y: compounded portfolio wealth divided by compounded PSA 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…
3y analysis · Full analysis span regression · 6 months rolling