+268.4%
IONQ vs MRSH
+19.1%
+249.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | -5.6% | -5.9% | +0.3% | -2.7% |
| 30D | -15.2% | -7.3% | -7.9% | -12.2% |
| 3M | -34.9% | +6.7% | -41.6% | -39.1% |
| 6M | +4.9% | +3.0% | +1.9% | -1.2% |
| YTD | -17.9% | -2.9% | -15.0% | -19.6% |
| 1Y | -16.0% | -9.0% | -7.0% | -13.5% |
| 3Y | +90.5% | -4.3% | +94.8% | +73.2% |
| 5Y | +268.4% | +19.4% | +249.0% | +134.8% |
| All | +268.4% | +19.1% | +249.3% | +134.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling