-1.3%
IONQ vs MDT
+3.5%
-4.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +2.0% |
| 7D | +7.1% | +0.4% | +6.7% | +7.2% |
| 30D | -8.9% | +6.0% | -14.9% | -7.8% |
| 3M | -35.6% | +15.5% | -51.1% | -34.0% |
| 6M | +13.3% | +3.4% | +9.9% | +25.6% |
| YTD | -9.8% | -2.2% | -7.6% | +0.6% |
| 1Y | -1.3% | +2.6% | -3.9% | +10.1% |
| All | -1.3% | +3.5% | -4.8% | +10.1% |
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