+224.0%
IONQ vs RSG
+177.3%
+46.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | +16.7% | +2.0% | +14.7% | +16.7% |
| 30D | -12.3% | +14.2% | -26.5% | -12.3% |
| 3M | -17.7% | +15.8% | -33.5% | -17.9% |
| 6M | -28.9% | +24.6% | -53.5% | -30.4% |
| YTD | -22.0% | +18.2% | -40.3% | -22.9% |
| 1Y | -36.8% | +22.8% | -59.6% | -38.5% |
| 3Y | +228.2% | +62.4% | +165.9% | +184.8% |
| 5Y | +91.9% | +96.0% | -4.1% | +54.2% |
| All | +224.0% | +177.3% | +46.7% | +166.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling