+202.0%
IONQ vs TRMB
-19.9%
+222.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.9% | +22.5% | +22.6% |
| 7D | +8.6% | -16.7% | +25.3% | +26.4% |
| 30D | -21.1% | -9.9% | -11.2% | -15.0% |
| 3M | -17.9% | -7.6% | -10.3% | -14.7% |
| 6M | -37.9% | -14.7% | -23.3% | -31.7% |
| YTD | -27.3% | -30.9% | +3.6% | -0.6% |
| 1Y | -43.2% | -31.3% | -11.9% | -21.7% |
| 3Y | +191.0% | +29.4% | +161.6% | +101.6% |
| 5Y | +69.3% | -37.4% | +106.6% | +172.6% |
| All | +202.0% | -19.9% | +222.0% | +324.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling