+515.5%
IONQ vs MSFU
+93.3%
+422.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.9% | +25.3% | +24.5% |
| 7D | +8.6% | +2.5% | +6.1% | +6.2% |
| 30D | -21.1% | -1.3% | -19.8% | -21.0% |
| 3M | -17.9% | +8.6% | -26.5% | -23.3% |
| 6M | -37.9% | +48.4% | -86.3% | -55.0% |
| YTD | -27.3% | +1.6% | -28.9% | -33.7% |
| 1Y | -43.2% | -5.8% | -37.4% | -45.4% |
| 3Y | +191.0% | +30.9% | +160.1% | +103.8% |
| All | +515.5% | +93.3% | +422.1% | +206.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling