-36.2%
IONQ vs PSX
+89.2%
-125.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.0% | +5.4% | +8.9% |
| 7D | +25.5% | -8.0% | +33.5% | +23.0% |
| 30D | -11.4% | -9.0% | -2.4% | -13.4% |
| 3M | -20.5% | +24.7% | -45.2% | -18.8% |
| 6M | -28.2% | +49.3% | -77.6% | -25.5% |
| YTD | -21.2% | +100.2% | -121.4% | -19.5% |
| All | -36.2% | +89.2% | -125.4% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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