-44.7%
IONQ vs MTB
+27.0%
-71.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.8% |
| 7D | -8.9% | +2.0% | -10.9% | -9.4% |
| 30D | -31.3% | +2.9% | -34.2% | -31.7% |
| 3M | -29.2% | -10.7% | -18.5% | -27.6% |
| 6M | -35.4% | +6.3% | -41.8% | -38.2% |
| YTD | -34.2% | +13.8% | -48.0% | -37.4% |
| 1Y | -44.7% | +27.7% | -72.4% | -48.7% |
| All | -44.7% | +27.0% | -71.6% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling