+304.7%
IONQ vs NI
+100.2%
+204.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.2% | +1.2% | +1.9% |
| 7D | +7.1% | +2.3% | +4.8% | +6.2% |
| 30D | -8.9% | -1.7% | -7.2% | -8.4% |
| 3M | -35.6% | -8.0% | -27.6% | -33.8% |
| 6M | +13.3% | -8.6% | +21.9% | +16.3% |
| YTD | -9.8% | +2.3% | -12.1% | -11.9% |
| 1Y | -1.3% | +6.9% | -8.3% | -5.6% |
| 3Y | +109.3% | +70.6% | +38.7% | +72.0% |
| 5Y | +304.7% | +96.4% | +208.3% | +333.2% |
| All | +304.7% | +100.2% | +204.5% | +333.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling