+144.7%
IONQ vs TRMB
-20.6%
+165.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -1.1% | -9.4% | -9.4% |
| 7D | -16.7% | -17.9% | +1.2% | -1.7% |
| 30D | -38.9% | -12.0% | -27.0% | -32.8% |
| 3M | -33.8% | -8.4% | -25.4% | -30.8% |
| 6M | -44.9% | -21.5% | -23.4% | -34.6% |
| YTD | -41.1% | -31.5% | -9.6% | -18.9% |
| 1Y | -52.3% | -33.4% | -18.9% | -32.3% |
| 3Y | +128.2% | +26.5% | +101.8% | +61.8% |
| 5Y | +37.2% | -37.9% | +75.1% | +122.4% |
| All | +144.7% | -20.6% | +165.3% | +246.6% |
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