+45.7%
IONQ vs MDY
+34.6%
+11.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.1% | -6.3% | -6.1% |
| 7D | -11.5% | +2.3% | -13.7% | -15.5% |
| 30D | -8.1% | +2.0% | -10.1% | -11.0% |
| 3M | -35.8% | -5.6% | -30.2% | -25.4% |
| 6M | -47.7% | +1.3% | -49.0% | -47.1% |
| YTD | -35.6% | +12.3% | -48.0% | -47.2% |
| 1Y | -36.4% | +15.8% | -52.2% | -51.0% |
| 3Y | +150.0% | +56.5% | +93.5% | +9.6% |
| All | +45.7% | +34.6% | +11.1% | +5.2% |
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