+227.2%
IONQ vs MTB
+107.1%
+120.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.1% | +6.9% |
| 7D | +25.5% | -0.8% | +26.2% | +26.1% |
| 30D | -11.4% | +2.4% | -13.8% | -12.7% |
| 3M | -20.5% | -10.5% | -10.0% | -14.9% |
| 6M | -28.2% | +6.4% | -34.6% | -32.0% |
| YTD | -21.2% | +12.8% | -34.1% | -28.3% |
| 1Y | -40.4% | +23.3% | -63.6% | -49.0% |
| 3Y | +214.7% | +108.2% | +106.4% | +110.5% |
| 5Y | +56.9% | +68.6% | -11.7% | +19.6% |
| All | +227.2% | +107.1% | +120.1% | +141.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling