+265.9%
IONQ vs PSX
+348.4%
-82.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.8% | +4.5% | -3.7% | -0.6% |
| 30D | -1.0% | +26.6% | -27.6% | -8.3% |
| 3M | -39.8% | +39.3% | -79.1% | -46.1% |
| 6M | +6.4% | +56.8% | -50.4% | -9.3% |
| YTD | -11.9% | +101.8% | -113.7% | -31.6% |
| 1Y | -6.2% | +99.6% | -105.8% | -27.1% |
| 3Y | +125.7% | +140.3% | -14.6% | +60.4% |
| 5Y | +296.0% | +339.3% | -43.3% | +150.1% |
| All | +265.9% | +348.4% | -82.5% | +129.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling