+294.8%
IONQ vs MA
+73.0%
+221.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +2.4% |
| 7D | +0.8% | -2.7% | +3.5% | +3.5% |
| 30D | -1.0% | +1.5% | -2.6% | -3.5% |
| 3M | -39.8% | +20.4% | -60.2% | -51.9% |
| 6M | +6.4% | +11.1% | -4.7% | -8.4% |
| YTD | -11.9% | +2.0% | -13.9% | -17.2% |
| 1Y | -6.2% | -2.2% | -4.0% | -8.4% |
| 3Y | +125.7% | +41.9% | +83.8% | +37.6% |
| All | +294.8% | +73.0% | +221.8% | +86.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling