+268.8%
IONQ vs MSTU
-92.2%
+361.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.0% | -1.4% | -5.1% |
| 7D | -11.5% | -25.8% | +14.3% | -4.5% |
| 30D | -8.1% | -43.9% | +35.8% | +5.3% |
| 3M | -35.8% | +2.9% | -38.7% | -41.6% |
| 6M | -47.7% | -75.5% | +27.8% | -33.7% |
| YTD | -35.6% | -76.7% | +41.1% | -24.2% |
| 1Y | -36.4% | -88.9% | +52.6% | -11.2% |
| All | +268.8% | -92.2% | +361.1% | +331.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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