+278.7%
IONQ vs MKTX
-61.3%
+340.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.7% | -5.7% |
| 7D | +1.3% | +0.3% | +1.1% | +1.2% |
| 30D | -10.3% | +1.0% | -11.3% | -10.6% |
| 3M | -32.7% | +40.8% | -73.5% | -41.3% |
| 6M | +6.3% | -10.9% | +17.2% | +10.1% |
| YTD | -15.0% | -8.6% | -6.4% | -13.2% |
| 1Y | -13.3% | -11.6% | -1.8% | -10.7% |
| 3Y | +97.2% | -24.5% | +121.7% | +96.2% |
| 5Y | +278.7% | -60.7% | +339.5% | +481.4% |
| All | +278.7% | -61.3% | +340.1% | +481.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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