-36.4%
IONQ vs MSI
+37.5%
-73.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.4% |
| 7D | -11.5% | +3.2% | -14.7% | -11.1% |
| 30D | -8.1% | +17.6% | -25.7% | -6.2% |
| 3M | -35.8% | +14.5% | -50.3% | -34.5% |
| 6M | -47.7% | +34.3% | -82.0% | -45.8% |
| YTD | -35.6% | +39.7% | -75.4% | -21.7% |
| 1Y | -36.4% | +40.2% | -76.6% | -18.6% |
| All | -36.4% | +37.5% | -73.9% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling