-13.3%
IONQ vs NI
+6.3%
-19.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.8% |
| 7D | +1.3% | +1.3% | +0.1% | +1.4% |
| 30D | -10.3% | -0.3% | -10.1% | -10.2% |
| 3M | -32.7% | -9.5% | -23.3% | -33.1% |
| 6M | +6.3% | -10.2% | +16.6% | +5.9% |
| YTD | -15.0% | +1.8% | -16.8% | -17.0% |
| 1Y | -13.3% | +5.7% | -19.0% | -9.6% |
| All | -13.3% | +6.3% | -19.6% | -9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling