+274.7%
IONQ vs TRGP
+1,131.5%
-856.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.9% | +1.6% |
| 7D | +7.1% | -0.6% | +7.7% | +7.5% |
| 30D | -8.9% | +14.6% | -23.5% | -16.6% |
| 3M | -35.6% | +11.9% | -47.5% | -41.3% |
| 6M | +13.3% | +25.3% | -12.0% | -5.5% |
| YTD | -9.8% | +61.9% | -71.7% | -37.0% |
| 1Y | -1.3% | +87.3% | -88.6% | -38.1% |
| 3Y | +109.3% | +268.0% | -158.7% | -7.1% |
| 5Y | +304.7% | +638.2% | -333.5% | +43.0% |
| All | +274.7% | +1,131.5% | -856.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling