-43.2%
IONQ vs MMM
+14.8%
-58.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.4% | +24.8% | +23.7% |
| 7D | +8.6% | +6.2% | +2.4% | +7.0% |
| 30D | -21.1% | +14.2% | -35.3% | -24.0% |
| 3M | -17.9% | +2.9% | -20.8% | -18.1% |
| 6M | -37.9% | +27.6% | -65.5% | -42.0% |
| YTD | -27.3% | +17.3% | -44.6% | -31.1% |
| 1Y | -43.2% | +15.1% | -58.3% | -45.9% |
| All | -43.2% | +14.8% | -58.0% | -45.9% |
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