-43.2%
IONQ vs RMD
-2.0%
-41.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.7% | +25.1% | +23.2% |
| 7D | +8.6% | +2.3% | +6.3% | +8.9% |
| 30D | -21.1% | +4.1% | -25.2% | -20.1% |
| 3M | -17.9% | +5.7% | -23.6% | -16.3% |
| 6M | -37.9% | +12.9% | -50.8% | -34.5% |
| YTD | -27.3% | -1.5% | -25.8% | -15.9% |
| 1Y | -43.2% | -4.8% | -38.4% | -35.6% |
| All | -43.2% | -2.0% | -41.2% | -35.6% |
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