+265.9%
IONQ vs MCHP
+20.1%
+245.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.2% | +0.2% |
| 7D | +0.8% | +1.7% | -0.9% | -0.4% |
| 30D | -1.0% | -4.1% | +3.1% | +2.2% |
| 3M | -39.8% | -22.5% | -17.3% | -27.2% |
| 6M | +6.4% | +7.3% | -0.8% | +0.1% |
| YTD | -11.9% | +18.4% | -30.3% | -24.8% |
| 1Y | -6.2% | +18.1% | -24.3% | -20.2% |
| 3Y | +125.7% | -2.8% | +128.5% | +106.4% |
| 5Y | +296.0% | +5.5% | +290.5% | +245.5% |
| All | +265.9% | +20.1% | +245.9% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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