-44.7%
IONQ vs MRK
+87.2%
-131.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.4% | -1.0% |
| 7D | -8.9% | +6.7% | -15.6% | -8.2% |
| 30D | -31.3% | +7.8% | -39.0% | -30.6% |
| 3M | -29.2% | +18.2% | -47.4% | -26.4% |
| 6M | -35.4% | +34.7% | -70.1% | -31.6% |
| YTD | -34.2% | +45.8% | -80.0% | -34.2% |
| 1Y | -44.7% | +84.6% | -129.2% | -52.6% |
| All | -44.7% | +87.2% | -131.8% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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