+108.3%
IONQ vs MOD
+300.6%
-192.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -3.0% | -0.8% |
| 7D | +0.8% | +9.6% | -8.8% | -3.7% |
| 30D | -1.0% | 0.0% | -1.1% | -0.7% |
| 3M | -39.8% | -35.4% | -4.4% | -26.3% |
| 6M | +6.4% | -7.3% | +13.7% | +6.6% |
| YTD | -11.9% | +45.8% | -57.7% | -33.6% |
| 1Y | -6.2% | +43.1% | -49.3% | -30.8% |
| All | +108.3% | +300.6% | -192.3% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling