+167.2%
IONQ vs MRNA
+232.4%
-65.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -7.0% | -2.4% | -8.7% |
| 7D | +16.8% | -4.2% | +20.9% | +17.4% |
| 30D | -11.1% | +7.0% | -18.1% | -11.6% |
| 3M | -31.7% | +263.4% | -295.1% | -43.0% |
| 6M | -44.8% | +334.3% | -379.1% | -57.2% |
| YTD | -31.2% | +684.5% | -715.7% | -56.6% |
| 1Y | -39.1% | +766.2% | -805.3% | -62.8% |
| All | +167.2% | +232.4% | -65.3% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling