+215.4%
IONQ vs INTU
-5.6%
+221.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -3.1% |
| 7D | +15.3% | -3.9% | +19.2% | +17.9% |
| 30D | -6.1% | +12.0% | -18.1% | -15.3% |
| 3M | -21.6% | +2.3% | -23.9% | -26.4% |
| 6M | -40.1% | -12.1% | -28.0% | -42.3% |
| YTD | -24.1% | -47.5% | +23.5% | +16.3% |
| 1Y | -37.4% | -46.9% | +9.5% | -5.0% |
| 3Y | +219.5% | -33.5% | +253.0% | +262.3% |
| 5Y | +76.9% | -41.2% | +118.2% | +135.1% |
| All | +215.4% | -5.6% | +221.0% | +205.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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