+304.7%
IONQ vs MNDY
-78.2%
+382.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -8.1% | +10.5% | +6.6% |
| 7D | +7.1% | -13.3% | +20.4% | +14.7% |
| 30D | -8.9% | -10.2% | +1.2% | -5.7% |
| 3M | -35.6% | -0.1% | -35.4% | -38.4% |
| 6M | +13.3% | +6.3% | +7.0% | +0.7% |
| YTD | -9.8% | -43.3% | +33.5% | +10.4% |
| 1Y | -1.3% | -56.1% | +54.8% | +38.9% |
| 3Y | +109.3% | -51.1% | +160.4% | +142.4% |
| 5Y | +304.7% | -78.5% | +383.2% | +681.3% |
| All | +304.7% | -78.2% | +382.9% | +681.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling