-40.1%
IONQ vs TRV
+34.4%
-74.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -3.0% |
| 7D | +15.3% | -2.4% | +17.7% | +13.2% |
| 30D | -6.1% | +7.5% | -13.6% | +0.7% |
| 3M | -21.6% | +6.7% | -28.3% | -15.9% |
| 6M | -40.1% | +35.5% | -75.6% | -2.6% |
| All | -40.1% | +34.4% | -74.6% | -2.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling