+56.9%
IONQ vs TRGP
+426.9%
-370.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.4% | +4.9% | +6.1% |
| 7D | +25.5% | -7.2% | +32.6% | +31.7% |
| 30D | -11.4% | -4.2% | -7.2% | -9.7% |
| 3M | -20.5% | +7.0% | -27.4% | -26.1% |
| 6M | -28.2% | +11.2% | -39.5% | -37.2% |
| YTD | -21.2% | +51.1% | -72.3% | -47.8% |
| 1Y | -40.4% | +62.0% | -102.4% | -62.9% |
| 3Y | +214.7% | +248.2% | -33.5% | +9.0% |
| 5Y | +56.9% | +432.4% | -375.5% | -69.5% |
| All | +56.9% | +426.9% | -370.0% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling