+253.1%
IONQ vs MTZ
+251.4%
+1.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.2% | -3.5% | -4.3% |
| 7D | +1.3% | +2.3% | -0.9% | -0.2% |
| 30D | -10.3% | -10.3% | 0.0% | -3.6% |
| 3M | -32.7% | -31.8% | -0.9% | -15.3% |
| 6M | +6.3% | -19.2% | +25.5% | +19.3% |
| YTD | -15.0% | +10.7% | -25.7% | -23.8% |
| 1Y | -13.3% | +37.5% | -50.9% | -32.5% |
| 3Y | +97.2% | +162.4% | -65.1% | +3.2% |
| 5Y | +278.7% | +166.3% | +112.4% | +93.1% |
| All | +253.1% | +251.4% | +1.7% | +75.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling