+294.8%
IONQ vs RUN
-80.5%
+375.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.8% | +1.3% | -0.4% | +0.4% |
| 30D | -1.0% | -15.3% | +14.2% | +3.6% |
| 3M | -39.8% | -40.0% | +0.2% | -30.7% |
| 6M | +6.4% | -27.0% | +33.4% | +14.8% |
| YTD | -11.9% | -51.7% | +39.8% | +3.7% |
| 1Y | -6.2% | -45.9% | +39.7% | +6.5% |
| 3Y | +125.7% | -43.8% | +169.5% | +72.7% |
| All | +294.8% | -80.5% | +375.3% | +369.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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