-37.4%
IONQ vs PSX
+90.8%
-128.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.8% | -2.1% |
| 7D | +15.3% | -0.4% | +15.7% | +15.1% |
| 30D | -6.1% | -8.1% | +2.0% | -7.9% |
| 3M | -21.6% | +15.9% | -37.5% | -20.7% |
| 6M | -40.1% | +49.4% | -89.5% | -37.6% |
| YTD | -24.1% | +104.7% | -128.8% | -22.4% |
| 1Y | -37.4% | +89.1% | -126.5% | -37.6% |
| All | -37.4% | +90.8% | -128.2% | -37.6% |
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