-44.8%
IONQ vs MDT
+37.0%
-81.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.8% | -9.9% |
| 7D | +16.8% | -3.7% | +20.4% | +13.6% |
| 30D | -11.1% | +8.6% | -19.7% | -5.5% |
| 3M | -31.7% | +12.2% | -43.9% | -24.7% |
| 6M | -44.8% | +33.7% | -78.5% | -28.6% |
| All | -44.8% | +37.0% | -81.8% | -28.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling