+294.8%
IONQ vs MSCI
-6.7%
+301.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | -1.0% | +0.6% | -1.6% | -2.1% |
| 3M | -39.8% | -7.1% | -32.7% | -37.9% |
| 6M | +6.4% | +0.8% | +5.6% | +0.8% |
| YTD | -11.9% | +1.0% | -12.9% | -17.8% |
| 1Y | -6.2% | +4.3% | -10.5% | -17.6% |
| 3Y | +125.7% | +9.9% | +115.8% | +75.6% |
| All | +294.8% | -6.7% | +301.5% | +353.4% |
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