+45.7%
IONQ vs RVMD
+425.4%
-379.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.3% | -4.1% | -5.5% |
| 7D | -11.5% | -10.4% | -1.1% | -7.3% |
| 30D | -8.1% | -11.0% | +2.9% | -3.1% |
| 3M | -35.8% | -14.7% | -21.1% | -31.4% |
| 6M | -47.7% | +14.9% | -62.6% | -50.2% |
| YTD | -35.6% | +116.3% | -151.9% | -54.8% |
| 1Y | -36.4% | +167.6% | -204.0% | -59.1% |
| 3Y | +150.0% | +776.8% | -626.8% | -6.7% |
| All | +45.7% | +425.4% | -379.7% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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