+108.3%
IONQ vs PTC
-3.9%
+112.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.0% | +7.3% | +4.6% |
| 7D | +0.8% | -10.3% | +11.1% | +6.8% |
| 30D | -1.0% | +1.1% | -2.2% | -2.5% |
| 3M | -39.8% | +1.6% | -41.4% | -41.4% |
| 6M | +6.4% | -13.5% | +19.9% | +16.0% |
| YTD | -11.9% | -19.1% | +7.1% | +0.9% |
| 1Y | -6.2% | -33.9% | +27.7% | +26.7% |
| All | +108.3% | -3.9% | +112.2% | +71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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