+37.2%
IONQ vs RSP
+46.1%
-9.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -2.9% | -7.6% | -3.2% |
| 7D | -16.7% | -1.4% | -15.2% | -13.5% |
| 30D | -38.9% | +2.1% | -41.1% | -42.0% |
| 3M | -33.8% | -0.9% | -32.9% | -32.0% |
| 6M | -44.9% | +7.5% | -52.5% | -53.7% |
| YTD | -41.1% | +14.6% | -55.7% | -57.0% |
| 1Y | -52.3% | +17.6% | -69.9% | -67.4% |
| 3Y | +128.2% | +60.8% | +67.4% | -20.8% |
| 5Y | +37.2% | +46.1% | -9.0% | -30.4% |
| All | +37.2% | +46.1% | -9.0% | -30.4% |
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