+202.0%
IONQ vs RMBS
+324.9%
-122.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +7.0% | +16.5% | +19.1% |
| 7D | +8.6% | -12.0% | +20.5% | +17.6% |
| 30D | -21.1% | -33.1% | +12.1% | +1.0% |
| 3M | -17.9% | -23.7% | +5.8% | -3.8% |
| 6M | -37.9% | -42.7% | +4.7% | -14.6% |
| YTD | -27.3% | -18.9% | -8.4% | -26.6% |
| 1Y | -43.2% | -30.0% | -13.2% | -37.2% |
| 3Y | +191.0% | +28.8% | +162.2% | +82.4% |
| 5Y | +69.3% | +210.5% | -141.3% | -53.2% |
| All | +202.0% | +324.9% | -122.9% | -24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling