+241.1%
IONQ vs MRNA
+27.4%
+213.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.2% | -3.5% |
| 7D | -5.6% | -8.2% | +2.6% | -4.5% |
| 30D | -15.2% | +125.6% | -140.8% | -33.9% |
| 3M | -34.9% | +197.1% | -232.0% | -54.0% |
| 6M | +4.9% | +148.5% | -143.6% | -21.7% |
| YTD | -17.9% | +363.3% | -381.2% | -50.1% |
| 1Y | -16.0% | +462.0% | -478.0% | -52.4% |
| 3Y | +90.5% | +26.9% | +63.6% | +55.1% |
| 5Y | +268.4% | -69.6% | +338.0% | +244.9% |
| All | +241.1% | +27.4% | +213.7% | +182.2% |
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