-43.2%
IONQ vs MS
+12.8%
-56.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.5% | +24.0% | +24.2% |
| 7D | +8.6% | -1.6% | +10.1% | +10.7% |
| 30D | -21.1% | -3.8% | -17.3% | -16.7% |
| 3M | -17.9% | -14.6% | -3.3% | +2.2% |
| 6M | -37.9% | -5.1% | -32.9% | -34.0% |
| YTD | -27.3% | +4.5% | -31.8% | -33.3% |
| 1Y | -43.2% | +13.5% | -56.7% | -54.1% |
| All | -43.2% | +12.8% | -56.0% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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