+167.2%
IONQ vs RGEN
+14.3%
+152.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -7.7% |
| 7D | +16.8% | -1.2% | +17.9% | +18.0% |
| 30D | -11.1% | -5.1% | -6.1% | -8.3% |
| 3M | -31.7% | +0.5% | -32.2% | -31.9% |
| 6M | -44.8% | +46.6% | -91.3% | -55.8% |
| YTD | -31.2% | +1.6% | -32.8% | -33.3% |
| 1Y | -39.1% | +5.4% | -44.5% | -42.0% |
| All | +167.2% | +14.3% | +152.9% | +115.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling