-44.7%
IONQ vs MMM
+22.1%
-66.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +9.5% | -11.0% | -3.7% |
| 7D | -8.9% | +12.2% | -21.2% | -11.6% |
| 30D | -31.3% | +18.8% | -50.1% | -34.5% |
| 3M | -29.2% | +7.4% | -36.6% | -30.2% |
| 6M | -35.4% | +38.3% | -73.8% | -41.3% |
| YTD | -34.2% | +22.9% | -57.0% | -38.6% |
| 1Y | -44.7% | +23.0% | -67.7% | -53.0% |
| All | -44.7% | +22.1% | -66.7% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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