+167.4%
IONQ vs MRNA
+108.3%
+59.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -3.4% | -3.0% | -5.9% |
| 7D | -11.5% | -12.1% | +0.7% | -9.8% |
| 30D | -8.1% | -1.3% | -6.8% | -7.9% |
| 3M | -35.8% | +250.9% | -286.7% | -52.6% |
| 6M | -47.7% | +343.0% | -390.8% | -64.5% |
| YTD | -35.6% | +657.4% | -693.1% | -63.5% |
| 1Y | -36.4% | +794.9% | -831.3% | -65.7% |
| 3Y | +150.0% | +218.1% | -68.1% | +69.0% |
| 5Y | +43.3% | -3.4% | +46.7% | +20.8% |
| All | +167.4% | +108.3% | +59.1% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 10y: compounded portfolio wealth divided by compounded MRNA 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…
10y analysis · Full analysis span regression · 6 months rolling