+56.9%
IONQ vs RSP
+48.7%
+8.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.1% | +2.6% |
| 7D | +25.5% | +0.4% | +25.0% | +24.3% |
| 30D | -11.4% | +3.7% | -15.1% | -19.0% |
| 3M | -20.5% | +0.8% | -21.2% | -21.8% |
| 6M | -28.2% | +9.1% | -37.3% | -41.9% |
| YTD | -21.2% | +16.7% | -38.0% | -45.2% |
| 1Y | -40.4% | +19.7% | -60.1% | -60.9% |
| 3Y | +214.7% | +66.7% | +148.0% | 0.0% |
| 5Y | +56.9% | +48.7% | +8.2% | -23.1% |
| All | +56.9% | +48.7% | +8.2% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling