+304.7%
IONQ vs MRK
+128.4%
+176.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.2% |
| 7D | +7.1% | -0.9% | +8.1% | +7.0% |
| 30D | -8.9% | +15.5% | -24.4% | -6.8% |
| 3M | -35.6% | +25.1% | -60.7% | -33.2% |
| 6M | +13.3% | +30.1% | -16.8% | +17.9% |
| YTD | -9.8% | +43.1% | -52.9% | -5.1% |
| 1Y | -1.3% | +82.5% | -83.8% | +7.3% |
| 3Y | +109.3% | +49.3% | +59.9% | +117.2% |
| 5Y | +304.7% | +130.3% | +174.4% | +490.9% |
| All | +304.7% | +128.4% | +176.3% | +490.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling