+109.3%
IONQ vs NI
+71.0%
+38.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +1.8% |
| 7D | +7.1% | +2.3% | +4.8% | +6.0% |
| 30D | -8.9% | -1.7% | -7.2% | -8.2% |
| 3M | -35.6% | -8.0% | -27.6% | -33.5% |
| 6M | +13.3% | -8.6% | +21.9% | +16.8% |
| YTD | -9.8% | +2.3% | -12.1% | -13.1% |
| 1Y | -1.3% | +6.9% | -8.3% | -7.9% |
| 3Y | +109.3% | +70.6% | +38.7% | +54.5% |
| All | +109.3% | +71.0% | +38.3% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling