-6.2%
IONQ vs MTZ
+30.9%
-37.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | -0.1% |
| 7D | +0.8% | -1.6% | +2.4% | +1.9% |
| 30D | -1.0% | -11.1% | +10.1% | +7.2% |
| 3M | -39.8% | -36.7% | -3.1% | -19.8% |
| 6M | +6.4% | -21.9% | +28.4% | +21.2% |
| YTD | -11.9% | +9.1% | -21.0% | -25.3% |
| 1Y | -6.2% | +30.0% | -36.1% | -22.2% |
| All | -6.2% | +30.9% | -37.0% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling