-44.7%
IONQ vs MDT
+20.2%
-64.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.1% | -7.6% | +0.8% |
| 7D | -8.9% | +10.7% | -19.7% | -5.2% |
| 30D | -31.3% | +19.3% | -50.6% | -26.3% |
| 3M | -29.2% | +22.8% | -52.0% | -23.3% |
| 6M | -35.4% | +36.4% | -71.8% | -27.6% |
| YTD | -34.2% | +12.1% | -46.2% | -22.8% |
| 1Y | -44.7% | +19.9% | -64.6% | -41.7% |
| All | -44.7% | +20.2% | -64.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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