-36.4%
IONQ vs MDB
-7.1%
-29.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.6% | -4.8% | -5.8% |
| 7D | -11.5% | +6.8% | -18.3% | -13.6% |
| 30D | -8.1% | -6.2% | -1.9% | -5.7% |
| 3M | -35.8% | -29.2% | -6.6% | -28.6% |
| 6M | -47.7% | +10.3% | -58.0% | -50.5% |
| YTD | -35.6% | -20.4% | -15.3% | -35.9% |
| 1Y | -36.4% | -4.8% | -31.6% | -36.6% |
| All | -36.4% | -7.1% | -29.3% | -36.6% |
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