+261.5%
IONQ vs MNDY
-53.2%
+314.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.1% | -2.7% | -4.3% |
| 7D | +1.3% | -14.1% | +15.4% | +8.5% |
| 30D | -10.3% | -8.5% | -1.8% | -8.2% |
| 3M | -32.7% | -2.5% | -30.2% | -34.7% |
| 6M | +6.3% | +0.1% | +6.3% | -1.3% |
| YTD | -15.0% | -45.0% | +30.0% | +4.1% |
| 1Y | -13.3% | -58.1% | +44.8% | +21.6% |
| 3Y | +97.2% | -52.6% | +149.8% | +134.4% |
| 5Y | +278.7% | -79.3% | +358.0% | +466.8% |
| All | +261.5% | -53.2% | +314.7% | +436.8% |
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