+304.7%
IONQ vs MDY
+47.1%
+257.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +3.9% |
| 7D | +7.1% | +1.0% | +6.1% | +4.7% |
| 30D | -8.9% | -3.1% | -5.8% | -1.7% |
| 3M | -35.6% | +1.8% | -37.4% | -37.3% |
| 6M | +13.3% | +10.8% | +2.5% | -6.3% |
| YTD | -9.8% | +14.4% | -24.2% | -30.0% |
| 1Y | -1.3% | +15.2% | -16.5% | -23.9% |
| 3Y | +109.3% | +51.2% | +58.1% | -1.5% |
| 5Y | +304.7% | +47.2% | +257.5% | +138.9% |
| All | +304.7% | +47.1% | +257.6% | +138.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling