+268.4%
IONQ vs RDW
-13.0%
+281.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -4.1% |
| 7D | -5.6% | +4.8% | -10.4% | -7.5% |
| 30D | -15.2% | -19.5% | +4.3% | -6.6% |
| 3M | -34.9% | -26.9% | -8.0% | -26.7% |
| 6M | +4.9% | +17.8% | -12.9% | -10.7% |
| YTD | -17.9% | +43.0% | -60.9% | -38.5% |
| 1Y | -16.0% | +32.1% | -48.1% | -36.2% |
| 3Y | +90.5% | +250.6% | -160.2% | -21.4% |
| 5Y | +268.4% | -6.6% | +275.0% | +102.4% |
| All | +268.4% | -13.0% | +281.4% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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