+2,620.0%
MUU vs IONQ
+324.5%
+2,295.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.3% | +10.3% | +11.0% |
| 7D | +17.4% | +0.8% | +16.6% | +17.0% |
| 30D | +24.0% | -1.0% | +25.0% | +23.9% |
| 3M | -23.9% | -39.8% | +15.9% | -3.1% |
| 6M | +284.4% | +6.4% | +278.0% | +295.3% |
| YTD | +583.7% | -11.9% | +595.6% | +637.1% |
| 1Y | +2,981.5% | -6.2% | +2,987.6% | +3,037.2% |
| All | +2,620.0% | +324.5% | +2,295.5% | +1,636.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling