+214.7%
IONQ vs MDY
+57.1%
+157.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.2% | +5.2% | +0.8% |
| 7D | +25.5% | +0.7% | +24.8% | +24.5% |
| 30D | -11.4% | +1.3% | -12.7% | -12.9% |
| 3M | -20.5% | -4.1% | -16.4% | -10.6% |
| 6M | -28.2% | +1.0% | -29.2% | -27.1% |
| YTD | -21.2% | +13.3% | -34.6% | -37.1% |
| 1Y | -40.4% | +15.7% | -56.1% | -54.3% |
| 3Y | +214.7% | +59.6% | +155.1% | +11.4% |
| All | +214.7% | +57.1% | +157.6% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling