+294.8%
IONQ vs MSI
+103.4%
+191.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.9% |
| 7D | +0.8% | -3.7% | +4.5% | +3.5% |
| 30D | -1.0% | +6.8% | -7.9% | -6.7% |
| 3M | -39.8% | +14.3% | -54.1% | -46.5% |
| 6M | +6.4% | -1.6% | +8.0% | +6.0% |
| YTD | -11.9% | +22.8% | -34.7% | -28.7% |
| 1Y | -6.2% | -1.1% | -5.0% | -8.2% |
| 3Y | +125.7% | +70.5% | +55.2% | +14.6% |
| All | +294.8% | +103.4% | +191.4% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling