+2,538.2%
MUU vs IONQ
+334.7%
+2,203.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -4.1% |
| 7D | +13.9% | +7.1% | +6.8% | +10.5% |
| 30D | +24.8% | -8.9% | +33.7% | +29.9% |
| 3M | -15.7% | -35.6% | +19.8% | +2.7% |
| 6M | +338.9% | +13.3% | +325.6% | +340.3% |
| YTD | +563.2% | -9.8% | +573.0% | +607.1% |
| 1Y | +2,577.5% | -1.3% | +2,578.8% | +2,572.2% |
| All | +2,538.2% | +334.7% | +2,203.5% | +1,566.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IONQ.
Daily Out/Under-Performance
Portfolio return minus IONQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONQ 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 IONQ 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