+224.0%
IONQ vs RACE
+87.6%
+136.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.4% |
| 7D | +16.7% | +0.2% | +16.4% | +16.2% |
| 30D | -12.3% | +6.6% | -18.9% | -16.9% |
| 3M | -17.7% | +2.2% | -19.9% | -19.4% |
| 6M | -28.9% | +22.4% | -51.3% | -40.7% |
| YTD | -22.0% | +13.8% | -35.8% | -32.4% |
| 1Y | -36.8% | +2.2% | -39.0% | -39.7% |
| 3Y | +228.2% | +25.6% | +202.6% | +120.7% |
| 5Y | +91.9% | +71.0% | +21.0% | -12.4% |
| All | +224.0% | +87.6% | +136.3% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling