+37.2%
IONQ vs MTSI
+153.3%
-116.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -18.4% | +7.8% | +4.2% |
| 7D | -16.7% | -24.6% | +7.9% | +3.5% |
| 30D | -38.9% | -45.7% | +6.8% | -2.5% |
| 3M | -33.8% | -27.7% | -6.1% | -21.1% |
| 6M | -44.9% | -37.3% | -7.6% | -28.8% |
| YTD | -41.1% | +11.1% | -52.2% | -59.3% |
| 1Y | -52.3% | +27.2% | -79.5% | -71.3% |
| 3Y | +128.2% | +153.7% | -25.4% | -33.3% |
| 5Y | +37.2% | +159.0% | -121.8% | -56.1% |
| All | +37.2% | +153.3% | -116.2% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling