+265.9%
IONQ vs RMBS
+387.2%
-121.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.5% |
| 7D | +0.8% | -0.3% | +1.2% | +1.0% |
| 30D | -1.0% | -12.2% | +11.1% | +7.6% |
| 3M | -39.8% | -49.5% | +9.7% | -9.2% |
| 6M | +6.4% | -7.1% | +13.6% | +3.4% |
| YTD | -11.9% | -7.0% | -4.9% | -17.4% |
| 1Y | -6.2% | +13.3% | -19.5% | -25.0% |
| 3Y | +125.7% | +49.2% | +76.5% | +29.9% |
| 5Y | +296.0% | +250.0% | +46.0% | +2.2% |
| All | +265.9% | +387.2% | -121.3% | -15.1% |
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