-44.7%
IONQ vs MA
+24.3%
-68.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.4% | -0.3% |
| 7D | -8.9% | +10.2% | -19.1% | -6.2% |
| 30D | -31.3% | +19.3% | -50.6% | -27.7% |
| 3M | -29.2% | +18.0% | -47.2% | -25.8% |
| 6M | -35.4% | +33.7% | -69.1% | -30.0% |
| YTD | -34.2% | +18.6% | -52.8% | -28.6% |
| 1Y | -44.7% | +22.5% | -67.1% | -39.8% |
| All | -44.7% | +24.3% | -68.9% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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