+52.8%
IONQ vs MP
-5.6%
+58.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +4.9% | +18.5% | +20.7% |
| 7D | +8.6% | -10.5% | +19.1% | +16.1% |
| 30D | -21.1% | -23.5% | +2.4% | -7.5% |
| 3M | -17.9% | -25.4% | +7.6% | -2.7% |
| 6M | -37.9% | -51.3% | +13.3% | -7.8% |
| YTD | -27.3% | -29.9% | +2.6% | -10.1% |
| 1Y | -43.2% | -31.8% | -11.4% | -29.0% |
| 3Y | +191.0% | +127.0% | +64.0% | +30.8% |
| All | +52.8% | -5.6% | +58.4% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling