+56.9%
IONQ vs PTC
+55.4%
+1.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.1% |
| 7D | +25.5% | +0.8% | +24.6% | +24.9% |
| 30D | -11.4% | +0.7% | -12.1% | -11.7% |
| 3M | -20.5% | +32.6% | -53.1% | -37.8% |
| 6M | -28.2% | +33.6% | -61.8% | -46.2% |
| YTD | -21.2% | +12.4% | -33.7% | -31.4% |
| 1Y | -40.4% | +11.2% | -51.6% | -47.4% |
| 3Y | +214.7% | +31.7% | +183.0% | +111.5% |
| 5Y | +56.9% | +60.1% | -3.2% | -9.7% |
| All | +56.9% | +55.4% | +1.4% | -9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling