+224.0%
IONQ vs RVMD
+377.5%
-153.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | +0.3% |
| 7D | +16.7% | -0.6% | +17.3% | +17.6% |
| 30D | -12.3% | +1.7% | -14.0% | -12.5% |
| 3M | -17.7% | -6.7% | -11.0% | -15.4% |
| 6M | -28.9% | +36.1% | -65.1% | -36.2% |
| YTD | -22.0% | +142.4% | -164.4% | -46.2% |
| 1Y | -36.8% | +207.8% | -244.6% | -60.2% |
| 3Y | +228.2% | +879.5% | -651.3% | +28.1% |
| 5Y | +91.9% | +509.0% | -417.1% | -27.8% |
| All | +224.0% | +377.5% | -153.5% | +28.4% |
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