+215.4%
IONQ vs RSP
+91.2%
+124.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -4.5% |
| 7D | +15.3% | -0.3% | +15.6% | +16.6% |
| 30D | -6.1% | +4.4% | -10.5% | -15.0% |
| 3M | -21.6% | +1.3% | -22.9% | -23.7% |
| 6M | -40.1% | +10.0% | -50.1% | -51.8% |
| YTD | -24.1% | +17.6% | -41.7% | -46.7% |
| 1Y | -37.4% | +19.2% | -56.6% | -57.2% |
| 3Y | +219.5% | +66.0% | +153.5% | +14.4% |
| 5Y | +76.9% | +50.4% | +26.5% | -16.2% |
| All | +215.4% | +91.2% | +124.1% | +17.1% |
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