-44.7%
IONQ vs RGEN
+19.5%
-64.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -8.9% | -3.5% | -5.4% | -7.6% |
| 30D | -31.3% | -6.0% | -25.3% | -29.8% |
| 3M | -29.2% | +19.0% | -48.2% | -33.9% |
| 6M | -35.4% | +50.7% | -86.2% | -49.4% |
| YTD | -34.2% | +8.8% | -42.9% | -35.5% |
| 1Y | -44.7% | +21.3% | -65.9% | -49.4% |
| All | -44.7% | +19.5% | -64.2% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling