+53.2%
IONQ vs RGEN
-37.9%
+91.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -3.5% | -5.9% | -7.4% |
| 7D | +16.8% | -1.2% | +17.9% | +18.2% |
| 30D | -11.1% | -5.1% | -6.1% | -7.8% |
| 3M | -31.7% | +0.5% | -32.2% | -32.1% |
| 6M | -44.8% | +46.6% | -91.3% | -57.5% |
| YTD | -31.2% | +1.6% | -32.8% | -34.2% |
| 1Y | -39.1% | +5.4% | -44.5% | -42.9% |
| 3Y | +189.5% | +12.8% | +176.6% | +138.8% |
| 5Y | +53.2% | -35.6% | +88.7% | +83.3% |
| All | +53.2% | -37.9% | +91.0% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling