+144.7%
IONQ vs INTU
-2.2%
+146.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.5% | -10.0% | -10.2% |
| 7D | -16.7% | +7.1% | -23.8% | -21.2% |
| 30D | -38.9% | +23.0% | -62.0% | -48.4% |
| 3M | -33.8% | +8.7% | -42.5% | -40.3% |
| 6M | -44.9% | -10.1% | -34.8% | -47.9% |
| YTD | -41.1% | -45.7% | +4.6% | -11.4% |
| 1Y | -52.3% | -45.1% | -7.2% | -28.9% |
| 3Y | +128.2% | -26.9% | +155.1% | +136.8% |
| 5Y | +37.2% | -40.0% | +77.1% | +81.1% |
| All | +144.7% | -2.2% | +146.9% | +132.9% |
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