+265.9%
IONQ vs MRSH
+74.5%
+191.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +2.0% |
| 7D | +0.8% | -3.6% | +4.4% | +2.6% |
| 30D | -1.0% | -3.0% | +2.0% | +0.1% |
| 3M | -39.8% | +15.8% | -55.6% | -46.2% |
| 6M | +6.4% | +1.6% | +4.9% | +3.0% |
| YTD | -11.9% | +1.7% | -13.6% | -15.5% |
| 1Y | -6.2% | -8.0% | +1.9% | -2.8% |
| 3Y | +125.7% | -0.3% | +126.0% | +104.9% |
| 5Y | +296.0% | +25.9% | +270.1% | +174.5% |
| All | +265.9% | +74.5% | +191.4% | +127.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling