-21.7%
IONQ vs MOH
+2.9%
-24.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.2% | -6.6% | -2.8% |
| 7D | -5.6% | -1.3% | -4.3% | -5.8% |
| 30D | -15.2% | +3.0% | -18.1% | -14.7% |
| 3M | -34.9% | +1.2% | -36.2% | -34.4% |
| 6M | +4.9% | +41.7% | -36.8% | +13.7% |
| YTD | -17.9% | +15.4% | -33.3% | -14.9% |
| All | -21.7% | +2.9% | -24.6% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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