+191.0%
IONQ vs MSI
+77.7%
+113.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.5% | +23.9% | +23.5% |
| 7D | +8.6% | +4.7% | +3.9% | +7.3% |
| 30D | -21.1% | +14.8% | -35.9% | -23.9% |
| 3M | -17.9% | +8.8% | -26.7% | -19.8% |
| 6M | -37.9% | +19.3% | -57.3% | -41.3% |
| YTD | -27.3% | +35.3% | -62.6% | -34.8% |
| 1Y | -43.2% | +33.8% | -77.0% | -48.7% |
| 3Y | +191.0% | +74.4% | +116.6% | +166.2% |
| All | +191.0% | +77.7% | +113.3% | +166.2% |
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 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