+294.8%
IONQ vs RMD
-19.3%
+314.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.5% |
| 7D | +0.8% | -5.0% | +5.8% | +4.4% |
| 30D | -1.0% | +2.2% | -3.2% | -3.4% |
| 3M | -39.8% | +17.8% | -57.7% | -48.2% |
| 6M | +6.4% | -11.3% | +17.8% | +13.5% |
| YTD | -11.9% | -4.4% | -7.5% | -12.2% |
| 1Y | -6.2% | -15.7% | +9.6% | +3.2% |
| 3Y | +125.7% | +47.7% | +78.0% | +47.0% |
| All | +294.8% | -19.3% | +314.1% | +331.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling