+91.9%
IONQ vs MTSI
+209.3%
-117.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | +0.3% |
| 7D | +16.7% | -3.8% | +20.5% | +20.0% |
| 30D | -12.3% | -31.4% | +19.1% | +16.5% |
| 3M | -17.7% | -23.8% | +6.0% | -3.4% |
| 6M | -28.9% | -37.1% | +8.1% | -4.4% |
| YTD | -22.0% | +32.2% | -54.2% | -52.5% |
| 1Y | -36.8% | +26.9% | -63.7% | -59.5% |
| 3Y | +228.2% | +193.7% | +34.5% | -11.2% |
| 5Y | +91.9% | +218.0% | -126.1% | -50.6% |
| All | +91.9% | +209.3% | -117.4% | -50.6% |
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 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