+45.7%
IONQ vs MUB
+2.5%
+43.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.1% | -5.3% |
| 7D | -11.5% | -1.3% | -10.2% | -7.6% |
| 30D | -8.1% | +2.2% | -10.3% | -14.0% |
| 3M | -35.8% | -1.6% | -34.2% | -32.0% |
| 6M | -47.7% | -1.3% | -46.5% | -44.9% |
| YTD | -35.6% | -0.7% | -35.0% | -33.3% |
| 1Y | -36.4% | -0.2% | -36.2% | -34.9% |
| 3Y | +150.0% | +9.6% | +140.4% | +94.8% |
| All | +45.7% | +2.5% | +43.2% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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