+294.8%
IONQ vs RGEN
-42.4%
+337.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.9% |
| 7D | +0.8% | -4.9% | +5.7% | +3.5% |
| 30D | -1.0% | +5.7% | -6.7% | -4.1% |
| 3M | -39.8% | +32.4% | -72.2% | -50.4% |
| 6M | +6.4% | +33.2% | -26.7% | -13.5% |
| YTD | -11.9% | +2.3% | -14.2% | -15.9% |
| 1Y | -6.2% | +39.0% | -45.1% | -26.7% |
| 3Y | +125.7% | -4.6% | +130.3% | +106.0% |
| All | +294.8% | -42.4% | +337.2% | +385.7% |
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