+52.8%
IONQ vs RSP
+45.0%
+7.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +24.4% |
| 7D | +8.6% | -1.0% | +9.6% | +11.3% |
| 30D | -21.1% | +2.6% | -23.7% | -26.1% |
| 3M | -17.9% | -0.8% | -17.1% | -16.1% |
| 6M | -37.9% | +6.3% | -44.2% | -46.4% |
| YTD | -27.3% | +14.1% | -41.4% | -46.6% |
| 1Y | -43.2% | +18.0% | -61.2% | -61.5% |
| 3Y | +191.0% | +61.0% | +130.0% | +0.6% |
| All | +52.8% | +45.0% | +7.8% | -20.7% |
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