-36.4%
IONQ vs MMM
+9.8%
-46.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.4% | -5.0% | -6.0% |
| 7D | -11.5% | -0.8% | -10.7% | -11.1% |
| 30D | -8.1% | +11.7% | -19.8% | -11.0% |
| 3M | -35.8% | +1.0% | -36.8% | -35.6% |
| 6M | -47.7% | +26.0% | -73.8% | -51.4% |
| YTD | -35.6% | +16.3% | -52.0% | -39.3% |
| 1Y | -36.4% | +9.6% | -46.0% | -38.5% |
| All | -36.4% | +9.8% | -46.1% | -38.5% |
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