-36.8%
IONQ vs MDY
+14.5%
-51.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | 0.0% |
| 7D | +16.7% | 0.0% | +16.7% | +17.4% |
| 30D | -12.3% | +1.0% | -13.2% | -13.5% |
| 3M | -17.7% | -4.1% | -13.6% | -6.1% |
| 6M | -28.9% | +0.6% | -29.6% | -27.1% |
| YTD | -22.0% | +12.9% | -34.9% | -38.1% |
| 1Y | -36.8% | +14.6% | -51.4% | -51.5% |
| All | -36.8% | +14.5% | -51.3% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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