+265.9%
IONQ vs NI
+118.2%
+147.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +0.8% | +2.0% | -1.2% | +0.2% |
| 30D | -1.0% | -3.5% | +2.5% | 0.0% |
| 3M | -39.8% | -9.1% | -30.7% | -38.3% |
| 6M | +6.4% | -11.8% | +18.3% | +10.2% |
| YTD | -11.9% | +1.1% | -13.0% | -13.2% |
| 1Y | -6.2% | +6.7% | -12.9% | -9.5% |
| 3Y | +125.7% | +71.1% | +54.6% | +94.2% |
| 5Y | +296.0% | +94.3% | +201.7% | +269.4% |
| All | +265.9% | +118.2% | +147.8% | +257.2% |
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