+135.8%
IONQ vs INTU
-27.0%
+162.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.5% | -10.0% | -10.4% |
| 7D | -16.7% | +7.1% | -23.8% | -18.8% |
| 30D | -38.9% | +23.0% | -62.0% | -43.7% |
| 3M | -33.8% | +8.7% | -42.5% | -36.8% |
| 6M | -44.9% | -10.1% | -34.8% | -44.9% |
| YTD | -41.1% | -45.7% | +4.6% | -13.9% |
| 1Y | -52.3% | -45.1% | -7.2% | -30.8% |
| All | +135.8% | -27.0% | +162.8% | +150.2% |
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