-36.2%
IONQ vs MSFU
-1.7%
-34.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.5% | +2.9% | +6.1% |
| 7D | +25.5% | +14.6% | +10.9% | +18.2% |
| 30D | -11.4% | +2.1% | -13.5% | -12.2% |
| 3M | -20.5% | +14.7% | -35.1% | -25.4% |
| 6M | -28.2% | +55.7% | -83.9% | -41.9% |
| YTD | -21.2% | +7.1% | -28.3% | -29.3% |
| All | -36.2% | -1.7% | -34.5% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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