+215.4%
IONQ vs MSI
+236.1%
-20.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.6% |
| 7D | +15.3% | +7.7% | +7.6% | +9.3% |
| 30D | -6.1% | +19.9% | -26.0% | -17.5% |
| 3M | -21.6% | +14.9% | -36.5% | -29.3% |
| 6M | -40.1% | +37.2% | -77.4% | -53.3% |
| YTD | -24.1% | +40.8% | -64.9% | -43.6% |
| 1Y | -37.4% | +38.1% | -75.5% | -52.8% |
| 3Y | +219.5% | +77.7% | +141.8% | +76.4% |
| 5Y | +76.9% | +129.0% | -52.1% | -27.8% |
| All | +215.4% | +236.1% | -20.7% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling