-16.0%
IONQ vs NTR
+41.6%
-57.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -1.0% | -3.1% |
| 7D | -5.6% | -2.5% | -3.1% | -5.3% |
| 30D | -15.2% | +17.0% | -32.2% | -16.6% |
| 3M | -34.9% | +22.2% | -57.1% | -37.1% |
| 6M | +4.9% | +5.2% | -0.3% | +4.4% |
| YTD | -17.9% | +29.7% | -47.6% | -25.2% |
| 1Y | -16.0% | +39.4% | -55.4% | -25.1% |
| All | -16.0% | +41.6% | -57.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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