+185.7%
IONQ vs RVMD
+336.2%
-150.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -2.4% | -7.0% | -8.5% |
| 7D | +16.8% | -0.7% | +17.5% | +17.7% |
| 30D | -11.1% | -6.4% | -4.7% | -8.5% |
| 3M | -31.7% | -14.1% | -17.6% | -27.6% |
| 6M | -44.8% | +21.0% | -65.8% | -48.2% |
| YTD | -31.2% | +121.4% | -152.6% | -50.9% |
| 1Y | -39.1% | +167.9% | -207.0% | -59.5% |
| 3Y | +189.5% | +794.7% | -605.2% | +16.9% |
| 5Y | +53.2% | +437.2% | -384.0% | -40.0% |
| All | +185.7% | +336.2% | -150.4% | +17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling