+294.8%
IONQ vs RACE
+93.6%
+201.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +3.0% |
| 7D | +0.8% | -2.5% | +3.3% | +3.1% |
| 30D | -1.0% | +0.8% | -1.8% | -1.5% |
| 3M | -39.8% | +17.2% | -57.0% | -48.1% |
| 6M | +6.4% | +13.6% | -7.1% | -6.0% |
| YTD | -11.9% | +12.2% | -24.1% | -23.3% |
| 1Y | -6.2% | -16.3% | +10.1% | +5.8% |
| 3Y | +125.7% | +36.4% | +89.3% | +24.9% |
| All | +294.8% | +93.6% | +201.2% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling