+108.3%
IONQ vs INTU
-37.9%
+146.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +2.7% |
| 7D | +0.8% | -7.1% | +7.9% | +4.0% |
| 30D | -1.0% | +1.5% | -2.5% | -2.5% |
| 3M | -39.8% | +10.7% | -50.5% | -43.8% |
| 6M | +6.4% | -23.8% | +30.3% | +17.2% |
| YTD | -11.9% | -49.3% | +37.4% | +35.4% |
| 1Y | -6.2% | -49.7% | +43.5% | +45.2% |
| All | +108.3% | -37.9% | +146.2% | +151.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling