+227.2%
IONQ vs RGEN
-7.1%
+234.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.1% | +5.2% | +6.6% |
| 7D | +25.5% | +3.5% | +22.0% | +23.9% |
| 30D | -11.4% | +2.9% | -14.3% | -12.3% |
| 3M | -20.5% | +9.2% | -29.6% | -24.5% |
| 6M | -28.2% | +44.9% | -73.2% | -44.0% |
| YTD | -21.2% | +9.2% | -30.4% | -27.4% |
| 1Y | -40.4% | +25.3% | -65.7% | -49.3% |
| 3Y | +214.7% | +21.7% | +193.0% | +152.7% |
| 5Y | +56.9% | -34.5% | +91.4% | +65.2% |
| All | +227.2% | -7.1% | +234.3% | +202.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling