+224.0%
IONQ vs NI
+140.3%
+83.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +16.7% | +1.5% | +15.2% | +16.2% |
| 30D | -12.3% | +11.9% | -24.1% | -15.3% |
| 3M | -17.7% | +9.1% | -26.9% | -20.0% |
| 6M | -28.9% | -1.8% | -27.2% | -28.8% |
| YTD | -22.0% | +11.4% | -33.4% | -25.4% |
| 1Y | -36.8% | +6.4% | -43.2% | -38.5% |
| 3Y | +228.2% | +98.2% | +130.0% | +171.3% |
| 5Y | +91.9% | +110.1% | -18.1% | +72.0% |
| All | +224.0% | +140.3% | +83.6% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling