+266.8%
IONQ vs MOH
-19.7%
+286.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.2% |
| 7D | -7.0% | +1.7% | -8.7% | -7.0% |
| 30D | -18.7% | -0.9% | -17.8% | -18.7% |
| 3M | -36.6% | +5.7% | -42.3% | -36.5% |
| 6M | +7.2% | +39.1% | -31.9% | +7.7% |
| YTD | -18.1% | +17.7% | -35.8% | -18.0% |
| 1Y | -21.9% | +8.4% | -30.3% | -22.1% |
| 3Y | +86.7% | -36.6% | +123.3% | +82.9% |
| All | +266.8% | -19.7% | +286.4% | +184.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling