+253.1%
IONQ vs NI
+119.6%
+133.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.6% |
| 7D | +1.3% | +1.3% | +0.1% | +1.0% |
| 30D | -10.3% | -0.3% | -10.1% | -10.3% |
| 3M | -32.7% | -9.5% | -23.3% | -30.8% |
| 6M | +6.3% | -10.2% | +16.6% | +9.4% |
| YTD | -15.0% | +1.8% | -16.8% | -16.4% |
| 1Y | -13.3% | +5.7% | -19.0% | -16.0% |
| 3Y | +97.2% | +69.6% | +27.6% | +69.9% |
| 5Y | +278.7% | +95.8% | +183.0% | +252.6% |
| All | +253.1% | +119.6% | +133.5% | +244.1% |
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