+294.8%
IONQ vs RVTY
-30.5%
+325.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | +1.1% | -0.3% | 0.0% |
| 30D | -1.0% | +13.2% | -14.2% | -8.9% |
| 3M | -39.8% | +27.2% | -67.1% | -49.9% |
| 6M | +6.4% | +32.4% | -26.0% | -14.0% |
| YTD | -11.9% | +34.9% | -46.8% | -30.2% |
| 1Y | -6.2% | +52.4% | -58.5% | -32.9% |
| 3Y | +125.7% | +12.3% | +113.4% | +88.9% |
| All | +294.8% | -30.5% | +325.3% | +356.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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