+45.7%
IONQ vs INTU
-43.4%
+89.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.9% | -6.7% |
| 7D | -11.5% | +0.1% | -11.5% | -11.5% |
| 30D | -8.1% | +10.1% | -18.2% | -15.8% |
| 3M | -35.8% | -4.2% | -31.6% | -36.3% |
| 6M | -47.7% | -7.2% | -40.5% | -52.2% |
| YTD | -35.6% | -47.7% | +12.1% | +0.1% |
| 1Y | -36.4% | -46.7% | +10.3% | -2.8% |
| 3Y | +150.0% | -34.1% | +184.1% | +184.4% |
| All | +45.7% | -43.4% | +89.1% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling