-36.4%
IONQ vs MS
+15.2%
-51.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.8% | -7.2% | -7.5% |
| 7D | -11.5% | +5.1% | -16.5% | -17.2% |
| 30D | -8.1% | +5.7% | -13.8% | -14.9% |
| 3M | -35.8% | -12.2% | -23.6% | -22.8% |
| 6M | -47.7% | -0.5% | -47.2% | -47.8% |
| YTD | -35.6% | +9.8% | -45.5% | -45.3% |
| 1Y | -36.4% | +17.7% | -54.1% | -52.6% |
| All | -36.4% | +15.2% | -51.5% | -52.6% |
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