+167.4%
IONQ vs MTSI
+321.4%
-154.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.6% | -0.8% | -2.2% |
| 7D | -11.5% | +10.0% | -21.5% | -18.2% |
| 30D | -8.1% | -20.3% | +12.3% | +6.0% |
| 3M | -35.8% | -24.4% | -11.4% | -25.0% |
| 6M | -47.7% | -39.2% | -8.6% | -29.0% |
| YTD | -35.6% | +35.5% | -71.1% | -59.2% |
| 1Y | -36.4% | +43.0% | -79.4% | -61.2% |
| 3Y | +150.0% | +196.3% | -46.2% | -17.9% |
| 5Y | +43.3% | +210.0% | -166.7% | -56.5% |
| All | +167.4% | +321.4% | -154.0% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling