+45.7%
IONQ vs TRMB
-36.0%
+81.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -6.1% |
| 7D | -11.5% | +2.8% | -14.3% | -14.0% |
| 30D | -8.1% | -5.9% | -2.2% | -5.4% |
| 3M | -35.8% | -3.3% | -32.5% | -36.4% |
| 6M | -47.7% | +1.3% | -49.1% | -52.1% |
| YTD | -35.6% | -29.0% | -6.7% | -13.0% |
| 1Y | -36.4% | -27.8% | -8.6% | -15.6% |
| 3Y | +150.0% | +36.3% | +113.7% | +53.9% |
| All | +45.7% | -36.0% | +81.7% | +245.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling