+76.9%
IONQ vs MSI
+127.9%
-51.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.7% |
| 7D | +15.3% | +7.7% | +7.6% | +9.0% |
| 30D | -6.1% | +19.9% | -26.0% | -18.1% |
| 3M | -21.6% | +14.9% | -36.5% | -29.8% |
| 6M | -40.1% | +37.2% | -77.4% | -54.0% |
| YTD | -24.1% | +40.8% | -64.9% | -44.7% |
| 1Y | -37.4% | +38.1% | -75.5% | -53.8% |
| 3Y | +219.5% | +77.7% | +141.8% | +64.4% |
| 5Y | +76.9% | +129.0% | -52.1% | -35.3% |
| All | +76.9% | +127.9% | -51.0% | -35.3% |
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