+202.0%
IONQ vs NI
+134.3%
+67.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.1% | +23.6% |
| 7D | +8.6% | -0.9% | +9.5% | +8.9% |
| 30D | -21.1% | +9.6% | -30.7% | -23.4% |
| 3M | -17.9% | +2.5% | -20.3% | -18.6% |
| 6M | -37.9% | -5.8% | -32.1% | -37.0% |
| YTD | -27.3% | +8.6% | -35.9% | -30.0% |
| 1Y | -43.2% | +6.0% | -49.2% | -44.7% |
| 3Y | +191.0% | +91.0% | +100.0% | +142.6% |
| 5Y | +69.3% | +104.8% | -35.5% | +53.1% |
| All | +202.0% | +134.3% | +67.8% | +188.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling