+135.8%
IONQ vs MP
+104.2%
+31.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -6.0% | -4.5% | -7.7% |
| 7D | -16.7% | -19.0% | +2.3% | -7.8% |
| 30D | -38.9% | -30.5% | -8.5% | -27.0% |
| 3M | -33.8% | -29.6% | -4.2% | -21.4% |
| 6M | -44.9% | -50.4% | +5.5% | -23.5% |
| YTD | -41.1% | -33.2% | -7.9% | -26.9% |
| 1Y | -52.3% | -38.6% | -13.7% | -38.9% |
| All | +135.8% | +104.2% | +31.5% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling