-36.2%
IONQ vs RMD
-4.7%
-31.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.2% | +8.4% |
| 7D | +25.5% | +1.2% | +24.3% | +25.7% |
| 30D | -11.4% | +2.5% | -13.9% | -10.5% |
| 3M | -20.5% | +11.5% | -32.0% | -18.3% |
| 6M | -28.2% | +14.7% | -42.9% | -24.8% |
| YTD | -21.2% | -1.3% | -19.9% | -8.6% |
| All | -36.2% | -4.7% | -31.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling