+222.8%
IONQ vs MNDY
-55.2%
+278.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.4% |
| 7D | +15.3% | -19.8% | +35.1% | +26.1% |
| 30D | -6.1% | -8.4% | +2.3% | -4.3% |
| 3M | -21.6% | -11.2% | -10.4% | -21.3% |
| 6M | -40.1% | +0.9% | -41.1% | -46.1% |
| YTD | -24.1% | -47.4% | +23.3% | -8.3% |
| 1Y | -37.4% | -53.0% | +15.6% | -19.6% |
| 3Y | +219.5% | -44.6% | +264.1% | +236.8% |
| 5Y | +76.9% | -78.7% | +155.6% | +153.9% |
| All | +222.8% | -55.2% | +278.0% | +372.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 10y: compounded portfolio wealth divided by compounded MNDY 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…
10y analysis · Full analysis span regression · 6 months rolling