+37.2%
IONQ vs RACE
+65.1%
-27.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.3% | -8.2% | -8.5% |
| 7D | -16.7% | +5.7% | -22.3% | -20.5% |
| 30D | -38.9% | +9.3% | -48.2% | -43.4% |
| 3M | -33.8% | +3.8% | -37.6% | -35.9% |
| 6M | -44.9% | +29.8% | -74.7% | -56.6% |
| YTD | -41.1% | +15.6% | -56.7% | -49.9% |
| 1Y | -52.3% | +5.1% | -57.4% | -55.6% |
| 3Y | +128.2% | +30.8% | +97.5% | +37.6% |
| 5Y | +37.2% | +67.4% | -30.3% | -33.9% |
| All | +37.2% | +65.1% | -27.9% | -33.9% |
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 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