+265.9%
IONQ vs RVMD
+419.5%
-153.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | +0.8% | +1.0% | -0.2% | +0.4% |
| 30D | -1.0% | +6.4% | -7.5% | -3.2% |
| 3M | -39.8% | +34.9% | -74.7% | -45.8% |
| 6M | +6.4% | +107.6% | -101.1% | -19.8% |
| YTD | -11.9% | +163.7% | -175.6% | -41.3% |
| 1Y | -6.2% | +439.2% | -445.4% | -53.2% |
| 3Y | +125.7% | +499.2% | -373.5% | 0.0% |
| 5Y | +296.0% | +621.7% | -325.7% | +40.9% |
| All | +265.9% | +419.5% | -153.5% | +40.3% |
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