+265.9%
IONQ vs MGY
+315.8%
-49.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.9% |
| 7D | +0.8% | +2.1% | -1.3% | -0.1% |
| 30D | -1.0% | +13.8% | -14.8% | -6.2% |
| 3M | -39.8% | -4.3% | -35.5% | -39.4% |
| 6M | +6.4% | -5.1% | +11.5% | +5.2% |
| YTD | -11.9% | +24.8% | -36.7% | -23.4% |
| 1Y | -6.2% | +11.8% | -18.0% | -14.3% |
| 3Y | +125.7% | +23.5% | +102.2% | +95.4% |
| 5Y | +296.0% | +87.5% | +208.5% | +206.9% |
| All | +265.9% | +315.8% | -49.8% | +140.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 all: compounded portfolio wealth divided by compounded MGY 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…
all analysis · Full analysis span regression · 6 months rolling