+227.2%
IONQ vs RMBS
+360.3%
-133.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +8.3% | 0.0% | +3.2% |
| 7D | +25.5% | -3.9% | +29.3% | +28.8% |
| 30D | -11.4% | -24.9% | +13.5% | +5.6% |
| 3M | -20.5% | -20.5% | 0.0% | -9.3% |
| 6M | -28.2% | -37.5% | +9.3% | -6.4% |
| YTD | -21.2% | -12.1% | -9.1% | -24.3% |
| 1Y | -40.4% | -25.0% | -15.4% | -36.8% |
| 3Y | +214.7% | +36.1% | +178.6% | +92.0% |
| 5Y | +56.9% | +236.1% | -179.3% | -58.7% |
| All | +227.2% | +360.3% | -133.1% | -22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling