-36.8%
IONQ vs MMM
+16.9%
-53.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +16.7% | +7.0% | +9.7% | +14.8% |
| 30D | -12.3% | +18.4% | -30.7% | -16.5% |
| 3M | -17.7% | +4.5% | -22.2% | -18.3% |
| 6M | -28.9% | +33.4% | -62.4% | -35.0% |
| YTD | -22.0% | +20.0% | -42.0% | -26.9% |
| 1Y | -36.8% | +15.0% | -51.8% | -40.2% |
| All | -36.8% | +16.9% | -53.7% | -40.2% |
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