+52.8%
IONQ vs INTU
-42.6%
+95.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.8% | +27.2% | +26.1% |
| 7D | +8.6% | +0.1% | +8.5% | +7.4% |
| 30D | -21.1% | +15.4% | -36.5% | -30.6% |
| 3M | -17.9% | +6.6% | -24.5% | -25.4% |
| 6M | -37.9% | -11.3% | -26.6% | -41.3% |
| YTD | -27.3% | -47.7% | +20.4% | +13.4% |
| 1Y | -43.2% | -47.0% | +3.8% | -12.5% |
| 3Y | +191.0% | -29.9% | +220.9% | +206.5% |
| All | +52.8% | -42.6% | +95.4% | +117.5% |
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 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