+265.9%
IONQ vs RMD
+12.7%
+253.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.5% |
| 7D | +0.8% | -5.0% | +5.8% | +4.2% |
| 30D | -1.0% | +2.2% | -3.2% | -3.3% |
| 3M | -39.8% | +17.8% | -57.7% | -47.7% |
| 6M | +6.4% | -11.3% | +17.8% | +13.0% |
| YTD | -11.9% | -4.4% | -7.5% | -12.1% |
| 1Y | -6.2% | -15.7% | +9.6% | +2.6% |
| 3Y | +125.7% | +47.7% | +78.0% | +55.0% |
| 5Y | +296.0% | -19.2% | +315.2% | +278.9% |
| All | +265.9% | +12.7% | +253.3% | +213.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling