+304.7%
IONQ vs TRV
+156.0%
+148.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.0% | +3.4% | +2.6% |
| 7D | +7.1% | +0.5% | +6.6% | +7.0% |
| 30D | -8.9% | -4.9% | -4.1% | -8.0% |
| 3M | -35.6% | +23.7% | -59.3% | -39.4% |
| 6M | +13.3% | +20.3% | -7.0% | +7.0% |
| YTD | -9.8% | +27.1% | -36.9% | -16.7% |
| 1Y | -1.3% | +35.3% | -36.7% | -11.3% |
| 3Y | +109.3% | +139.8% | -30.6% | +65.9% |
| 5Y | +304.7% | +153.9% | +150.8% | +215.9% |
| All | +304.7% | +156.0% | +148.7% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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