+135.8%
IONQ vs RSP
+60.7%
+75.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.9% | -7.6% | -2.8% |
| 7D | -16.7% | -1.4% | -15.2% | -13.3% |
| 30D | -38.9% | +2.1% | -41.1% | -42.2% |
| 3M | -33.8% | -0.9% | -32.9% | -31.9% |
| 6M | -44.9% | +7.5% | -52.5% | -54.3% |
| YTD | -41.1% | +14.6% | -55.7% | -58.0% |
| 1Y | -52.3% | +17.6% | -69.9% | -68.3% |
| All | +135.8% | +60.7% | +75.1% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling