-6.2%
IONQ vs MOD
+45.0%
-51.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | -0.1% |
| 7D | +0.8% | +9.6% | -8.8% | -2.2% |
| 30D | -1.0% | 0.0% | -1.1% | -0.7% |
| 3M | -39.8% | -35.4% | -4.4% | -32.8% |
| 6M | +6.4% | -7.3% | +13.7% | +9.8% |
| YTD | -11.9% | +45.8% | -57.7% | -17.6% |
| 1Y | -6.2% | +43.1% | -49.3% | -8.3% |
| All | -6.2% | +45.0% | -51.1% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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