-36.4%
IONQ vs NRG
-41.3%
+4.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.0% | -5.4% | -5.9% |
| 7D | -11.5% | +10.0% | -21.4% | -15.5% |
| 30D | -8.1% | -3.2% | -4.8% | -8.1% |
| 3M | -35.8% | -18.5% | -17.3% | -31.3% |
| 6M | -47.7% | -25.3% | -22.4% | -43.5% |
| YTD | -35.6% | -38.1% | +2.5% | -27.0% |
| 1Y | -36.4% | -40.7% | +4.3% | -22.1% |
| All | -36.4% | -41.3% | +4.9% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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