-36.8%
IONQ vs MDB
-8.6%
-28.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.5% |
| 7D | +16.7% | -1.0% | +17.7% | +17.4% |
| 30D | -12.3% | -14.0% | +1.7% | -7.1% |
| 3M | -17.7% | -20.3% | +2.6% | -12.1% |
| 6M | -28.9% | +10.9% | -39.8% | -33.3% |
| YTD | -22.0% | -20.9% | -1.1% | -21.7% |
| 1Y | -36.8% | -11.2% | -25.6% | -37.7% |
| All | -36.8% | -8.6% | -28.2% | -37.7% |
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