+278.7%
IONQ vs RSG
+90.2%
+188.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.1% | -5.8% |
| 7D | +1.3% | 0.0% | +1.4% | +1.3% |
| 30D | -10.3% | +3.7% | -14.0% | -10.5% |
| 3M | -32.7% | +6.2% | -38.9% | -33.3% |
| 6M | +6.3% | -2.8% | +9.1% | +8.1% |
| YTD | -15.0% | +5.9% | -20.9% | -16.2% |
| 1Y | -13.3% | -1.8% | -11.6% | -12.6% |
| 3Y | +97.2% | +57.5% | +39.7% | +58.4% |
| 5Y | +278.7% | +91.1% | +187.7% | +170.3% |
| All | +278.7% | +90.2% | +188.5% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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