+202.0%
IONQ vs RGEN
-9.9%
+212.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +3.0% | +20.4% | +21.8% |
| 7D | +8.6% | -1.9% | +10.5% | +10.4% |
| 30D | -21.1% | +3.7% | -24.8% | -22.3% |
| 3M | -17.9% | +8.8% | -26.7% | -21.8% |
| 6M | -37.9% | +38.0% | -75.9% | -50.4% |
| YTD | -27.3% | +5.9% | -33.2% | -32.0% |
| 1Y | -43.2% | +19.7% | -62.9% | -50.5% |
| 3Y | +191.0% | +20.5% | +170.5% | +134.3% |
| 5Y | +69.3% | -35.0% | +104.3% | +79.9% |
| All | +202.0% | -9.9% | +212.0% | +183.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling