+202.0%
IONQ vs RSP
+85.6%
+116.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +24.3% |
| 7D | +8.6% | -1.0% | +9.6% | +11.1% |
| 30D | -21.1% | +2.6% | -23.7% | -25.7% |
| 3M | -17.9% | -0.8% | -17.1% | -16.1% |
| 6M | -37.9% | +6.3% | -44.2% | -45.8% |
| YTD | -27.3% | +14.1% | -41.4% | -45.2% |
| 1Y | -43.2% | +18.0% | -61.2% | -60.3% |
| 3Y | +191.0% | +61.0% | +130.0% | +11.6% |
| 5Y | +69.3% | +45.6% | +23.7% | -13.8% |
| All | +202.0% | +85.6% | +116.5% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling