+253.1%
IONQ vs RMBS
+399.7%
-146.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.9% | -6.6% | -6.3% |
| 7D | +1.3% | +3.5% | -2.1% | -0.8% |
| 30D | -10.3% | -8.6% | -1.7% | -5.1% |
| 3M | -32.7% | -40.3% | +7.6% | -8.7% |
| 6M | +6.3% | -1.0% | +7.3% | -0.7% |
| YTD | -15.0% | -4.6% | -10.4% | -21.5% |
| 1Y | -13.3% | +17.6% | -30.9% | -32.4% |
| 3Y | +97.2% | +58.6% | +38.6% | +8.6% |
| 5Y | +278.7% | +270.9% | +7.8% | -4.9% |
| All | +253.1% | +399.7% | -146.6% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RMBS 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling