+278.7%
IONQ vs NRG
+190.8%
+87.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.6% | -2.2% | -3.5% |
| 7D | +1.3% | +3.9% | -2.5% | -1.2% |
| 30D | -10.3% | -3.0% | -7.3% | -8.9% |
| 3M | -32.7% | -10.9% | -21.8% | -30.1% |
| 6M | +6.3% | -25.3% | +31.6% | +22.4% |
| YTD | -15.0% | -26.8% | +11.8% | -2.3% |
| 1Y | -13.3% | -23.3% | +10.0% | -2.5% |
| 3Y | +97.2% | +208.6% | -111.4% | -16.3% |
| 5Y | +278.7% | +194.1% | +84.6% | +78.6% |
| All | +278.7% | +190.8% | +87.9% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling