-1.3%
IONQ vs RGEN
+37.7%
-39.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | +7.1% | -0.9% | +8.0% | +7.4% |
| 30D | -8.9% | +2.8% | -11.7% | -9.6% |
| 3M | -35.6% | +34.5% | -70.0% | -43.1% |
| 6M | +13.3% | +40.5% | -27.2% | -3.2% |
| YTD | -9.8% | +2.8% | -12.7% | -14.1% |
| 1Y | -1.3% | +39.6% | -40.9% | +11.6% |
| All | -1.3% | +37.7% | -39.0% | +11.6% |
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 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