+265.9%
IONQ vs PSA
+65.7%
+200.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +2.0% |
| 7D | +0.8% | -3.7% | +4.5% | +3.0% |
| 30D | -1.0% | -7.7% | +6.7% | +3.5% |
| 3M | -39.8% | -0.6% | -39.2% | -40.6% |
| 6M | +6.4% | -0.9% | +7.4% | +5.5% |
| YTD | -11.9% | +18.7% | -30.6% | -21.5% |
| 1Y | -6.2% | +7.6% | -13.8% | -12.2% |
| 3Y | +125.7% | +23.7% | +102.0% | +91.5% |
| 5Y | +296.0% | +13.7% | +282.3% | +263.8% |
| All | +265.9% | +65.7% | +200.2% | +321.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling