-37.9%
IONQ vs MSI
+18.9%
-56.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.5% | +23.9% | +23.3% |
| 7D | +8.6% | +4.7% | +3.9% | +9.6% |
| 30D | -21.1% | +14.8% | -35.9% | -19.4% |
| 3M | -17.9% | +8.8% | -26.7% | -16.5% |
| 6M | -37.9% | +19.3% | -57.3% | -35.3% |
| All | -37.9% | +18.9% | -56.9% | -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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling