+265.9%
IONQ vs MTSI
+388.4%
-122.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | -1.5% |
| 7D | +0.8% | +1.4% | -0.6% | -0.3% |
| 30D | -1.0% | +2.1% | -3.1% | -4.4% |
| 3M | -39.8% | -29.7% | -10.1% | -21.8% |
| 6M | +6.4% | +12.5% | -6.1% | -10.8% |
| YTD | -11.9% | +57.0% | -68.9% | -47.2% |
| 1Y | -6.2% | +103.9% | -110.1% | -55.7% |
| 3Y | +125.7% | +223.6% | -97.9% | -26.4% |
| 5Y | +296.0% | +321.6% | -25.6% | +7.3% |
| All | +265.9% | +388.4% | -122.5% | -2.5% |
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