-6.2%
IONQ vs MP
-17.4%
+11.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.3% |
| 7D | +0.8% | -2.9% | +3.7% | +2.8% |
| 30D | -1.0% | +13.8% | -14.8% | -9.5% |
| 3M | -39.8% | -16.7% | -23.1% | -32.3% |
| 6M | +6.4% | -11.5% | +17.9% | +13.6% |
| YTD | -11.9% | +7.9% | -19.9% | -15.0% |
| 1Y | -6.2% | -15.0% | +8.9% | +7.1% |
| All | -6.2% | -17.4% | +11.2% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling