-16.0%
IONQ vs MRSH
-10.0%
-6.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.3% |
| 7D | -5.6% | -5.9% | +0.3% | -8.4% |
| 30D | -15.2% | -7.3% | -7.9% | -18.1% |
| 3M | -34.9% | +6.7% | -41.6% | -33.7% |
| 6M | +4.9% | +3.0% | +1.9% | +8.3% |
| YTD | -17.9% | -2.9% | -15.0% | -14.4% |
| 1Y | -16.0% | -9.0% | -7.0% | -0.4% |
| All | -16.0% | -10.0% | -6.0% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling