+265.9%
IONQ vs PTC
+17.4%
+248.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.0% | +7.3% | +5.5% |
| 7D | +0.8% | -10.3% | +11.1% | +8.5% |
| 30D | -1.0% | +1.1% | -2.2% | -2.9% |
| 3M | -39.8% | +1.6% | -41.4% | -42.6% |
| 6M | +6.4% | -13.5% | +19.9% | +13.6% |
| YTD | -11.9% | -19.1% | +7.1% | -1.2% |
| 1Y | -6.2% | -33.9% | +27.7% | +24.0% |
| 3Y | +125.7% | -3.9% | +129.6% | +110.1% |
| 5Y | +296.0% | +6.0% | +290.0% | +228.4% |
| All | +265.9% | +17.4% | +248.5% | +199.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling