+214.7%
IONQ vs INTU
-33.0%
+247.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.0% | +9.3% | +8.6% |
| 7D | +25.5% | -3.9% | +29.4% | +26.6% |
| 30D | -11.4% | +11.7% | -23.1% | -15.7% |
| 3M | -20.5% | +4.5% | -24.9% | -23.4% |
| 6M | -28.2% | -13.9% | -14.4% | -27.0% |
| YTD | -21.2% | -48.2% | +27.0% | +16.6% |
| 1Y | -40.4% | -47.1% | +6.8% | -13.1% |
| 3Y | +214.7% | -32.5% | +247.2% | +244.8% |
| All | +214.7% | -33.0% | +247.7% | +244.8% |
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