-44.7%
IONQ vs MO
+45.9%
-90.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -0.2% |
| 7D | -8.9% | +6.9% | -15.8% | -2.9% |
| 30D | -31.3% | +14.9% | -46.2% | -21.0% |
| 3M | -29.2% | +16.4% | -45.6% | -16.7% |
| 6M | -35.4% | +9.6% | -45.0% | -26.2% |
| YTD | -34.2% | +41.8% | -76.0% | -15.1% |
| 1Y | -44.7% | +45.3% | -90.0% | -30.4% |
| All | -44.7% | +45.9% | -90.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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