+278.7%
IONQ vs MRNA
-68.5%
+347.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.4% | -2.4% | -5.3% |
| 7D | +1.3% | -10.1% | +11.4% | +2.8% |
| 30D | -10.3% | +126.7% | -137.1% | -31.2% |
| 3M | -32.7% | +184.1% | -216.8% | -53.1% |
| 6M | +6.3% | +143.3% | -137.0% | -21.8% |
| YTD | -15.0% | +359.9% | -374.8% | -51.2% |
| 1Y | -13.3% | +454.2% | -467.5% | -54.1% |
| 3Y | +97.2% | +26.0% | +71.2% | +61.1% |
| 5Y | +278.7% | -70.3% | +349.0% | +320.3% |
| All | +278.7% | -68.5% | +347.2% | +320.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling