+144.7%
IONQ vs MSI
+224.6%
-79.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +4.0% | -14.6% | -13.2% |
| 7D | -16.7% | +5.1% | -21.7% | -19.7% |
| 30D | -38.9% | +13.3% | -52.3% | -44.3% |
| 3M | -33.8% | +18.3% | -52.1% | -42.0% |
| 6M | -44.9% | +18.7% | -63.6% | -52.7% |
| YTD | -41.1% | +36.0% | -77.1% | -55.2% |
| 1Y | -52.3% | +32.6% | -84.9% | -63.1% |
| 3Y | +128.2% | +78.3% | +49.9% | +23.7% |
| 5Y | +37.2% | +121.6% | -84.4% | -42.7% |
| All | +144.7% | +224.6% | -79.9% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling