+227.2%
IONQ vs TRMB
-19.1%
+246.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.3% | +7.3% |
| 7D | +25.5% | -17.0% | +42.4% | +46.8% |
| 30D | -11.4% | -9.0% | -2.4% | -5.5% |
| 3M | -20.5% | -8.1% | -12.3% | -17.0% |
| 6M | -28.2% | -10.1% | -18.2% | -25.4% |
| YTD | -21.2% | -30.2% | +9.0% | +6.6% |
| 1Y | -40.4% | -30.7% | -9.7% | -18.6% |
| 3Y | +214.7% | +32.6% | +182.1% | +112.7% |
| 5Y | +56.9% | -38.1% | +95.0% | +152.7% |
| All | +227.2% | -19.1% | +246.3% | +355.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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