+268.4%
IONQ vs MCK
+342.6%
-74.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.6% |
| 7D | -5.6% | -4.4% | -1.2% | -6.3% |
| 30D | -15.2% | -2.2% | -13.0% | -15.5% |
| 3M | -34.9% | +11.6% | -46.5% | -33.5% |
| 6M | +4.9% | -4.9% | +9.8% | +7.1% |
| YTD | -17.9% | +7.7% | -25.6% | -15.2% |
| 1Y | -16.0% | +25.2% | -41.2% | -13.6% |
| 3Y | +90.5% | +112.1% | -21.6% | +92.2% |
| 5Y | +268.4% | +345.8% | -77.4% | +252.8% |
| All | +268.4% | +342.6% | -74.2% | +252.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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