+294.8%
IONQ vs TRMB
-37.2%
+332.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +2.4% |
| 7D | +0.8% | -2.5% | +3.3% | +3.7% |
| 30D | -1.0% | +1.5% | -2.5% | -3.3% |
| 3M | -39.8% | +6.8% | -46.6% | -45.6% |
| 6M | +6.4% | -14.9% | +21.4% | +23.0% |
| YTD | -11.9% | -24.1% | +12.2% | +15.2% |
| 1Y | -6.2% | -25.4% | +19.2% | +24.4% |
| 3Y | +125.7% | +8.0% | +117.7% | +88.8% |
| All | +294.8% | -37.2% | +332.0% | +734.4% |
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