+53.2%
IONQ vs MSCI
+7.0%
+46.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.5% | -7.9% | -8.1% |
| 7D | +16.8% | -0.7% | +17.4% | +17.1% |
| 30D | -11.1% | +16.2% | -27.3% | -22.7% |
| 3M | -31.7% | +16.1% | -47.9% | -41.1% |
| 6M | -44.8% | +12.9% | -57.7% | -52.8% |
| YTD | -31.2% | +14.8% | -46.0% | -43.3% |
| 1Y | -39.1% | +13.8% | -52.9% | -49.5% |
| 3Y | +189.5% | +31.2% | +158.3% | +87.8% |
| 5Y | +53.2% | +5.6% | +47.6% | +73.2% |
| All | +53.2% | +7.0% | +46.2% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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