+542.6%
IONQ vs MSFU
+85.8%
+456.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.8% | +2.1% | +0.1% |
| 7D | +15.3% | -12.7% | +28.0% | +24.9% |
| 30D | -6.1% | -9.0% | +2.9% | -1.1% |
| 3M | -21.6% | +2.9% | -24.5% | -24.3% |
| 6M | -40.1% | +43.5% | -83.7% | -55.5% |
| YTD | -24.1% | -2.4% | -21.7% | -29.1% |
| 1Y | -37.4% | -13.5% | -23.9% | -36.2% |
| 3Y | +219.5% | +19.2% | +200.3% | +139.2% |
| All | +542.6% | +85.8% | +456.9% | +228.1% |
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