+191.0%
IONQ vs PTEN
-13.8%
+204.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +23.5% |
| 7D | +8.6% | -25.5% | +34.1% | +21.1% |
| 30D | -21.1% | -11.7% | -9.4% | -18.1% |
| 3M | -17.9% | -0.5% | -17.4% | -19.9% |
| 6M | -37.9% | -12.9% | -25.1% | -36.9% |
| YTD | -27.3% | +67.1% | -94.4% | -51.1% |
| 1Y | -43.2% | +70.5% | -113.7% | -62.3% |
| 3Y | +191.0% | -10.4% | +201.4% | +157.0% |
| All | +191.0% | -13.8% | +204.8% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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