+265.9%
IONQ vs INTU
-8.7%
+274.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.4% | +4.7% | +3.8% |
| 7D | +0.8% | -7.1% | +7.9% | +6.5% |
| 30D | -1.0% | +1.5% | -2.5% | -3.7% |
| 3M | -39.8% | +10.7% | -50.5% | -47.2% |
| 6M | +6.4% | -23.8% | +30.3% | +17.1% |
| YTD | -11.9% | -49.3% | +37.4% | +42.8% |
| 1Y | -6.2% | -49.7% | +43.5% | +53.1% |
| 3Y | +125.7% | -38.0% | +163.7% | +183.5% |
| 5Y | +296.0% | -38.7% | +334.7% | +424.0% |
| All | +265.9% | -8.7% | +274.7% | +275.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling