+214.7%
IONQ vs MSI
+76.3%
+138.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +7.7% |
| 7D | +25.5% | +8.3% | +17.1% | +23.0% |
| 30D | -11.4% | +18.9% | -30.3% | -15.3% |
| 3M | -20.5% | +13.2% | -33.7% | -23.0% |
| 6M | -28.2% | +38.3% | -66.5% | -34.9% |
| YTD | -21.2% | +38.9% | -60.1% | -29.8% |
| 1Y | -40.4% | +36.7% | -77.1% | -46.4% |
| 3Y | +214.7% | +76.6% | +138.1% | +177.8% |
| All | +214.7% | +76.3% | +138.4% | +177.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling