+304.7%
IONQ vs PTEN
+88.2%
+216.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.9% | +0.5% | +1.7% |
| 7D | +7.1% | -1.0% | +8.1% | +7.4% |
| 30D | -8.9% | +29.3% | -38.2% | -17.9% |
| 3M | -35.6% | +7.2% | -42.8% | -38.4% |
| 6M | +13.3% | +43.5% | -30.3% | -7.4% |
| YTD | -9.8% | +113.2% | -123.0% | -38.6% |
| 1Y | -1.3% | +135.1% | -136.4% | -35.6% |
| 3Y | +109.3% | -4.8% | +114.1% | +84.8% |
| 5Y | +304.7% | +94.6% | +210.1% | +165.0% |
| All | +304.7% | +88.2% | +216.5% | +165.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling