+185.7%
IONQ vs RACE
+83.0%
+102.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.5% | -6.9% | -7.4% |
| 7D | +16.8% | -4.0% | +20.8% | +20.7% |
| 30D | -11.1% | +3.5% | -14.7% | -13.6% |
| 3M | -31.7% | -0.4% | -31.3% | -31.5% |
| 6M | -44.8% | +23.2% | -67.9% | -53.9% |
| YTD | -31.2% | +11.0% | -42.2% | -39.1% |
| 1Y | -39.1% | -2.2% | -36.9% | -39.5% |
| 3Y | +189.5% | +22.5% | +167.0% | +99.0% |
| 5Y | +53.2% | +63.2% | -10.0% | -27.7% |
| All | +185.7% | +83.0% | +102.7% | +19.9% |
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