-37.4%
IONQ vs MDB
-9.5%
-27.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.4% |
| 7D | +15.3% | +3.0% | +12.3% | +14.3% |
| 30D | -6.1% | -11.3% | +5.2% | -1.7% |
| 3M | -21.6% | -23.0% | +1.4% | -15.3% |
| 6M | -40.1% | +14.8% | -54.9% | -44.5% |
| YTD | -24.1% | -19.4% | -4.7% | -24.3% |
| 1Y | -37.4% | -9.0% | -28.4% | -38.6% |
| All | -37.4% | -9.5% | -27.9% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 1y: compounded portfolio wealth divided by compounded MDB 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…
1y analysis · Full analysis span regression · 6 months rolling